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Maria E

Series 66, Series 63

Tampa, FL

PNC Wealth Management

Maria Escalona Chaparro is a financial advisor with PNC Wealth Management in Tampa, FL. She holds Series 63 and Series 66 licenses and has one year of industry experience. Her prior roles include positions at Morgan Stanley and New York Life Insurance Company. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary account that uses algorithm-driven risk band recommendations and invests in mutual funds and ETFs with annual rebalancing.

Passive / index investing Active portfolio management Wealth management Executive
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Gregory G

Series 63, Series 66

Yardley, PA

PNC Wealth Management

Gregory Garyn is a financial advisor with PNC Wealth Management, holding Series 63 and Series 66 credentials and bringing 30 years of industry experience. He has been with PNC Investments LLC since 2013. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account pilot available to select employees. The firm employs algorithmic risk assessment and third-party portfolio management, focusing on mutual funds and ETFs with annual rebalancing.

Passive / index investing Active portfolio management Wealth management Executive
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John J

Series 63, Series 65

Rocky River, OH

PNC Wealth Management

John Jolliffe is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 licenses and 31 years of industry experience. He has worked at PNC Investments since 2019, following roles at Citizens Securities Inc. and Fifth Third Securities. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an online discretionary model account available by invitation to employees. The firm uses algorithmic questionnaires to recommend risk bands and implements investments via approved model strategies with mutual funds and ETFs.

Passive / index investing Active portfolio management Wealth management Executive
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Joseph A

Series 63, Series 65

Butler, PA

PNC Wealth Management

Joseph Arndt is a financial advisor at PNC Wealth Management with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at PNC Investments, Bank of America, Merrill, and PNC Bank. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary account that uses algorithmic risk assessment and invests in mutual funds and ETFs with annual rebalancing.

Passive / index investing Active portfolio management Wealth management Executive
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Paul W H

CFP®, Series 65, Series 63

Ocala, FL

PNC Wealth Management

Paul W Hayes is a financial advisor at PNC Wealth Management with 30 years of industry experience. He holds the CFP® designation as well as Series 65 and Series 63 licenses. Hayes has been with PNC Investments since 2009, bringing over a decade of service within the firm. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary digital portfolio solution available by invitation only to PNC Bank employees. The firm utilizes algorithm-driven risk assessments and approved model strategies implemented via mutual funds and ETFs, with portfolio management delegated to third parties.

Passive / index investing Active portfolio management Wealth management Executive
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Benjamin D

Series 63, Series 66

Pittsburgh, PA

PNC Wealth Management

Benjamin Demblowski is a financial advisor with PNC Wealth Management in Pittsburgh, PA. He holds Series 63 and Series 66 licenses and has three years of industry experience. His prior roles include positions at MassMutual Life Insurance Co and Mass Mutual Investors Services, as well as experience at T. Rowe Price. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account available via an invitation-only employee pilot. The firm uses algorithmic risk assessments to select investment models and delegates portfolio execution to third-party managers, employing mutual funds and ETFs with annual rebalancing.

Passive / index investing Active portfolio management Wealth management Executive
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Terrell C

Series 63, Series 65

Cleveland, OH

PNC Wealth Management

Terrell Cannon is a financial advisor with PNC Wealth Management in Cleveland, OH, holding Series 63 and Series 65 credentials and bringing 17 years of industry experience. His prior experience includes roles at ETC Brokerage Services, Citizens Securities, The Huntington Investment Company, and Fifth Third Securities. Outside of his advisory work, he is involved in refereeing baseball and basketball. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only online discretionary model account for employees that uses algorithmic risk assessment and invests in mutual funds and ETFs with annual rebalancing.

Passive / index investing Active portfolio management Wealth management Executive
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Christina R

Series 66

Washington, DC

PNC Wealth Management

Christina Raya is a financial advisor with PNC Wealth Management in Washington, DC, holding a Series 66 license and 15 years of industry experience. She has worked at PNC Investments since 2018 and previously held positions at Bank of the West, BancWest Investment Services, and TD Bank. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only digital discretionary model account that uses algorithm-driven risk assessment and invests primarily in mutual funds and ETFs.

Passive / index investing Active portfolio management Wealth management Executive
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Lawrence S

Series 63, Series 65

Pepper Pike, OH

PNC Wealth Management

Lawrence Spyke is a financial advisor with PNC Wealth Management, holding Series 63 and 65 licenses and five years of industry experience. He previously worked at KeyBank and Progressive Casualty Insurance Company. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio strategist program for employees that utilizes algorithm-driven risk assessments and model portfolios managed by PNC or third-party strategists.

Passive / index investing Active portfolio management Wealth management Executive
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Mark V

Series 63, Series 65

Pittsburgh, PA

PNC Wealth Management

Mark Valenti is a financial advisor with PNC Wealth Management in Pittsburgh, PA. He holds Series 63 and Series 65 licenses and has 29 years of industry experience, including 22 years with PNC Investments. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account that uses algorithmic risk assessment and invests in mutual funds and ETFs with annual rebalancing.

Passive / index investing Active portfolio management Wealth management Executive
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Timothy B

Series 63, Series 65

Indian Land, SC

PNC Wealth Management

Timothy Bailey is a financial advisor at PNC Wealth Management with 21 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at The Vanguard Group from 2013 to 2021 before joining PNC Investments LLC in 2021. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a Portfolio Solutions Strategist Digital Offering that uses algorithm-driven risk assessment and approved model strategies to manage investments primarily through mutual funds and ETFs.

Passive / index investing Active portfolio management Wealth management Executive
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Evan L

Series 66

La Porte, IN

PNC Wealth Management

Evan Lancaster is a financial advisor at PNC Wealth Management with 13 years of industry experience. He holds a Series 66 credential and has been with PNC Investments since 2016. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account for employees that uses algorithm-driven risk assessment and portfolio implementation via approved model strategies.

Passive / index investing Active portfolio management Wealth management Executive
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Krist H

Series 63, Series 65

Sebastian, FL

PNC Wealth Management

Krist Hammargren is a financial advisor at PNC Wealth Management with 25 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at firms including Wells Fargo Clearing, Regions Bank, Cetera, and INVEST Financial Corp. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital offering that uses algorithm-driven risk assessments and approved investment models managed by PNC or third-party strategists.

Passive / index investing Active portfolio management Wealth management Executive
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Steven H

Series 63, Series 65

Erie, PA

PNC Wealth Management

Steven Hall is a financial advisor with PNC Wealth Management in Erie, PA, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with PNC Investments since 2015. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account available by invitation to employees. The firm utilizes algorithm-driven portfolio recommendations and implements strategies via approved mutual funds and ETFs with annual rebalancing.

Passive / index investing Active portfolio management Wealth management Executive
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Michael B

Series 63, Series 66

East Bradford, PA

PNC Wealth Management

Michael Bertotti is a financial advisor with PNC Wealth Management holding Series 63 and Series 66 licenses and 11 years of industry experience. His prior roles include positions at Wells Fargo Clearing, WELLS FARGO Advisors, LLC, and Wells Fargo Bank NA. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including the Portfolio Solutions Strategist Digital Offering, an invitation-only, online discretionary model account that uses algorithmic risk assessments and implements investments via approved model strategies with mutual funds and ETFs.

Passive / index investing Active portfolio management Wealth management Executive
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Jacob Z

Series 66

Cleveland, OH

PNC Wealth Management

Jacob Zakor is a financial advisor with PNC Wealth Management, holding a Series 66 designation and 16 years of industry experience. He has worked at PNC Investments since 2015. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only online discretionary model account that uses approved investment strategies managed by PNC or third-party strategists. The firm’s approach includes algorithm-driven risk assessment and portfolio implementation via mutual funds and ETFs with annual rebalancing.

Passive / index investing Active portfolio management Wealth management Executive
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Michael T

CFP®, Series 63, Series 65

Boardman, OH

PNC Wealth Management

Michael Tringhese is a CFP® professional with 23 years of experience in the financial services industry. He currently works at PNC Wealth Management and has previously held roles at Wells Fargo Clearing Services LLC, Allstate Insurance Company, and The Huntington Investment Company. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model portfolio available to select employees. The firm employs approved model strategies using mutual funds and ETFs, with portfolio implementation managed by third parties.

Passive / index investing Active portfolio management Wealth management Executive
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Timothy T

Series 63, Series 65, Series 66

Colorado Springs, CO

PNC Wealth Management

Timothy Ter Eick is a financial advisor with PNC Wealth Management in Highlands Ranch, CO, holding Series 63, 65, and 66 licenses. He has 24 years of industry experience, including roles at BBVA Wealth Solutions, BBVA Securities, and Associates Financial Group. He has been with PNC Investments since 2021. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account pilot available to select employees. The firm employs algorithmic risk assessment and delegates portfolio execution to third-party managers using mutual funds and ETFs.

Passive / index investing Active portfolio management Wealth management Executive
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Robert S

Series 66

Menomonee Falls, WI

PNC Wealth Management

Robert Spector is a financial advisor with PNC Wealth Management in Menomonee Falls, WI, holding a Series 66 designation and 14 years of industry experience. He has worked at PNC Investments since 2015 and previously at J.P. Morgan Securities beginning in 2012. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including the Portfolio Solutions Strategist Digital Offering, an invitation-only, algorithm-driven discretionary model account utilizing mutual funds and ETFs with annual rebalancing.

Passive / index investing Active portfolio management Wealth management Executive
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Stephan J

Series 66

Lewis Center, OH

PNC Wealth Management

Stephan Jarvie is a financial advisor with PNC Wealth Management, holding a Series 66 designation and 20 years of industry experience. His prior work includes roles at The Huntington Investment Company and Huntington National Bank. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only digital portfolio solution that uses algorithm-driven risk assessments and approved model strategies managed by PNC or third parties.

Passive / index investing Active portfolio management Wealth management Executive
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