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Andrew C

Series 63, Series 65

Columbus, OH

PNC Wealth Management

Andrew Chattos is a financial advisor with PNC Wealth Management in Columbus, OH, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. His prior experience includes roles at J.P. Morgan Securities and JP Morgan Chase Bank, N.A. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account available by invitation that uses algorithm-driven risk assessments and approved model strategies implemented with mutual funds and ETFs.

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

Series 63, Series 65

McLean, VA

PNC Wealth Management

Bradford Avery is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has been with PNC Investments since 2013. Outside of his advisory role, he is an owner of rental properties. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account. The firm’s approach combines algorithm-driven risk assessment with implementation via approved model strategies managed by PNC or third-party strategists.

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

Series 66

Chester, NJ

PNC Wealth Management

Michael Gallagher is a financial advisor at PNC Wealth Management with 10 years of industry experience. He holds a Series 66 designation and has been with PNC Investments LLC since 2016. Outside of his advisory role, he has been involved with the YMCA of Burlington & Camden Counties for over 20 years. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only digital portfolio offering designed for employees. The firm uses algorithmic tools to recommend risk-based strategies implemented with mutual funds and ETFs, with portfolio management delegated to third parties.

Passive / index investing Active portfolio management Wealth management Executive
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Carlos O

Series 66, Series 63, Series 65

Wellington, FL

PNC Wealth Management

Carlos Orozco is a financial advisor with PNC Wealth Management in Wellington, FL, holding Series 63, 65, and 66 licenses and five years of industry experience. He has been with PNC Bank and its affiliates since 2014. Outside of his advisory role, he serves as a goalkeeper coach for the Wellington Waves Soccer Club. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio management platform for employees, which uses algorithmic risk assessment and third-party strategies executed via mutual funds and ETFs.

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

Series 63, Series 66

Ann Arbor, MI

PNC Wealth Management

Jeffrey Zapolski is a financial advisor with PNC Wealth Management, holding Series 63 and Series 66 designations and 14 years of industry experience. Prior to joining PNC, he worked extensively with Fidelity Investments in various advisory roles. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio solution that uses algorithmic risk assessment and third-party portfolio management.

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

Series 63, Series 65

Pittsburgh, PA

PNC Wealth Management

Kerry Doyle is a financial advisor with PNC Wealth Management in Pittsburgh, PA, holding Series 63 and Series 65 licenses and 24 years of industry experience. He has worked with PNC Investments since 2006. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only, discretionary digital portfolio strategy pilot for employees that uses algorithmic risk assessment and approved investment models managed by PNC or third-party strategists.

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

Series 66

Noblesville, IN

PNC Wealth Management

Matthew Akers is a Series 66-registered financial advisor with 16 years of industry experience. He is currently with PNC Wealth Management and has previously worked at Schwab Wealth Advisory, CUNA Mutual Group, and LPL Financial. Akers is also a licensed insurance agent through Golden Reserve, LLC, where he is involved in commissionable insurance and annuity sales. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account available by invitation for employees. The firm utilizes approved model strategies managed by PNC or third-party strategists, with a focus on mutual funds and ETFs, annual rebalancing, and algorithm-based risk assessment.

Passive / index investing Active portfolio management Wealth management Executive
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Cheryl F

Series 63, Series 66

Ballwin, MO

PNC Wealth Management

Cheryl Frazier is a financial advisor at PNC Wealth Management with 13 years of industry experience. She holds Series 63 and Series 66 designations and has worked at several firms, including Northwestern Mutual Wealth Management Company and Gerard Hempstead. PNC Wealth Management provides retail brokerage and advisory services through model-based programs. Their Portfolio Solutions Strategist Digital Offering is an online, discretionary model account available by invitation to employees with existing PNC Bank online credentials, utilizing algorithm-driven risk assessment and model portfolios managed by PNC or third-party strategists.

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

Series 63, Series 66

San Antonio, TX

PNC Wealth Management

Juan Amador is a financial advisor at PNC Wealth Management in San Antonio, TX, with nine years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Citigroup and Insigneo Advisory Services. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio solution that employs algorithmic risk assessment and utilizes mutual funds and ETFs managed by PNC or third-party strategists.

Passive / index investing Active portfolio management Wealth management Executive
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Zachary P

Series 63, Series 66

Nashville, NC

PNC Wealth Management

Zachary Pate is a financial advisor at PNC Wealth Management with Series 63 and Series 66 licenses and four years of industry experience. His prior roles include positions at Fidelity Investments and State Employees' Credit Union. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account pilot that uses algorithmic risk assessment and implements investments via approved strategies with mutual funds and ETFs.

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

Series 66, Series 63

St Charles, MO

PNC Wealth Management

David Arns is a financial advisor with PNC Wealth Management in St. Charles, MO. He holds Series 63 and Series 66 licenses and has 20 years of industry experience. Prior to joining PNC Investments LLC in 2022, he worked at Valic Financial Advisors for six years. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account pilot that uses algorithm-driven risk assessments and implements investments via mutual funds and ETFs with annual rebalancing.

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

Series 66

Calabash, NC

PNC Wealth Management

Michael Storch is a Series 66-licensed advisor with 13 years of industry experience, currently with PNC Wealth Management in Calabash, NC. His prior roles include positions at Thompson Financial Group, Mass Mutual, and Santander Bank. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only Portfolio Solutions Strategist Digital Offering that utilizes algorithm-driven risk assessments and invests via approved model strategies executed by delegated managers.

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

Series 66

Wilmington, OH

PNC Wealth Management

Hugh Rhodes II is a Series 66-licensed financial advisor with 26 years of industry experience. He is currently with PNC Wealth Management and previously worked at Fifth Third Securities, Fifth Third Bank, Mid Atlantic Financial Management, Mid Atlantic Capital Corporation, Ef Hutton Investments, and Fidelity Brokerage Services. 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 assessment and implements investments through approved model strategies managed by PNC or third parties.

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

Series 66

Lancaster, PA

PNC Wealth Management

Thomas Semanek is a financial advisor with PNC Wealth Management in Lancaster, PA, holding a Series 66 designation and 15 years of industry experience. He has been with PNC Investments since 2011. PNC Wealth Management provides retail brokerage and advisory services through several model-based programs, including an invitation-only, employee pilot digital discretionary account that uses algorithm-driven risk assessment and invests via approved model strategies managed by PNC or third-party strategists.

Passive / index investing Active portfolio management Wealth management Executive
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Alison M

Series 63, Series 65

Sun City West, AZ

PNC Wealth Management

Alison Mcguire is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. Her career includes roles at PNC Investments since 2021 and previous positions at BBVA Wealth Solutions Inc., Bbva Securities Inc., Bbva Compass Insurance Agency, Inc., and COMPASS Bank dating back to 2006. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account available by invitation to employees, which uses algorithmic risk assessment and approved investment models managed by PNC or third-party strategists.

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

Series 66

North Royalton, OH

PNC Wealth Management

David Brown is a financial advisor at PNC Wealth Management with 10 years of industry experience. He held previous roles at Robert Baird & Co. before joining PNC Investments in 2020. Outside of his advisory work, he serves as an Assistant Tackle Director for youth football and cheerleading programs. 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 uses algorithmic risk assessment to guide investment strategy implementation through mutual funds and ETFs, with portfolio management delegated to third parties.

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

Series 63, Series 65

Pittsburgh, PA

PNC Wealth Management

Kenneth Scrima is a financial advisor at PNC Wealth Management in Pittsburgh, PA, with 20 years of industry experience. He holds Series 63 and Series 65 designations and has been with PNC Investments since 2012. 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 for employees that uses algorithm-driven risk assessment and implements investments via mutual funds and ETFs with annual rebalancing.

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

Series 63, Series 66, Series 65

Dewey, AZ

PNC Wealth Management

Michael Ebenhoch is a financial advisor with PNC Wealth Management, holding Series 63, Series 66, and Series 65 licenses and bringing 27 years of industry experience. He has worked at PNC Investments LLC since 2022 and previously held roles at Northwestern Mutual Investment Services and STIRA Steadfast Capital Markets Group. Outside of finance, he operates a handyman business. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only digital offering that uses algorithmic questionnaires to recommend investment strategies implemented via mutual funds and ETFs.

Passive / index investing Active portfolio management Wealth management Executive
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Aidan K

Series 66

Wilmington, DE

PNC Wealth Management

Aidan Keaveney is a financial advisor with PNC Wealth Management holding a Series 66 designation and beginning his career in 2025. Prior to joining PNC Investments LLC, he was involved with Keaveney Construction LLC and Westport Parks and Recreation. PNC Wealth Management offers retail brokerage and advisory services through model-based digital programs, including an invitation-only Portfolio Solutions Strategist Digital Offering that uses algorithm-driven risk assessments and executes investments via approved model strategies.

Passive / index investing Active portfolio management Wealth management Executive
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Sammie K

Series 66

Boca Raton, FL

PNC Wealth Management

Sammie Kreindel is a financial advisor with PNC Wealth Management, holding a Series 66 designation and 26 years of industry experience. She has been with PNC Investments and PNC Bank since 2011. PNC Wealth Management provides retail brokerage and advisory services, offering model-based investment programs including a digital discretionary model account available through an employee-only pilot. The firm employs algorithm-driven portfolio selection and delegates portfolio implementation to third-party strategists.

Passive / index investing Active portfolio management Wealth management Executive
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