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Alex B

CFP®, ChFC®, RICP®, EA

The Woodlands, TX

Tiverton Wealth

Alex Bridges is a Wealth Advisor and the founder of Tiverton Wealth. He established the firm after serving as Chief Strategy Officer for a Houston-based investment management firm, bringing with him a foundation in comprehensive financial planning and a client-centered approach. Alex began his career in January 2017 with Northwestern Mutual, where he developed core planning and advisory skills that continue to inform his work today. Alex holds the CERTIFIED FINANCIAL PLANNER® (CFP®), Chartered Financial Consultant® (ChFC®), and Retirement Income Certified Professional® (RICP®) designations. These credentials reflect his commitment to professional standards, continuing education, and thoughtful financial planning across areas such as wealth accumulation, retirement income planning, risk management, estate planning, and tax efficiency. In his role as an investment adviser representative of a registered investment adviser, Alex acts as a fiduciary to clients. Alex founded Tiverton Wealth to provide advice that is aligned with clients’ best interests and structured on a fee-only basis, without commission-based compensation. His approach emphasizes clarity, education, and long-term planning tailored to each client’s circumstances and priorities. Alex earned his Bachelor of Business Administration in Finance, with a specialization in Personal Financial Planning, from the C.T. Bauer College of Business at the University of Houston. He resides in The Heights with his wife, Andrea, their daughter, Zoe, and their dogs. Alex values time with family and community and believes those relationships help shape the care, responsibility, and perspective he brings to his work with clients.

Retirement income strategy Income planning Retirement withdrawal strategies Wealth management Private / alternative investments Retired Self-Employed Attorney Doctor or Medical Professional Retired Approaching retirement

11 advisors near New York, NY

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David P

Series 63, Series 66

Garfield, NJ

PNC Wealth Management

David Peyser is a financial advisor at PNC Wealth Management with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has been with PNC since 2006. PNC Wealth Management provides retail brokerage and advisory services through several model-based programs, including an invitation-only, algorithm-driven discretionary model account offered as an employee pilot. The program uses approved model strategies managed by PNC or third-party strategists and primarily invests in mutual funds and ETFs with annual rebalancing.

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

Series 66

Little Falls, NJ

PNC Wealth Management

Yooran Cho is a financial advisor at PNC Wealth Management with Series 66 credentials and over one year of experience in the industry. Prior to joining PNC Wealth Management in 2025, Cho held various roles within PNC Bank and has experience in tax consulting and education. PNC Wealth Management offers retail brokerage and advisory services through model-based programs that use algorithmic methods to determine risk bands and manage investments primarily via mutual funds and ETFs. Their Portfolio Solutions Strategist Digital Offering is an invitation-only, employee pilot program focused on discretionary model accounts with annual rebalancing.

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

Series 66

Hoboken, NJ

PNC Wealth Management

Anthony Jones Jr is a financial advisor with PNC Wealth Management, holding a Series 66 designation and 25 years of industry experience. He has been with PNC Investments LLC since 2014. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only digital portfolio solution that utilizes algorithm-driven risk assessments and approved model strategies managed by PNC or third-party strategists.

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

Series 66

Clifton, NJ

PNC Wealth Management

Edgar Pino is a financial advisor at PNC Wealth Management with seven years of industry experience. He holds a Series 66 designation and has previously worked at firms including Mass Mutual Investors Services and Morgan Stanley. Outside of financial services, he was involved with the nonprofit organization Vitamins 4 Troops from 2020 to 2022. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio solution for employees that uses algorithmic risk assessment and third-party-managed strategies implemented with mutual funds and ETFs.

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

Series 63, Series 66

Bergenfield, NJ

PNC Wealth Management

George Vangelakos is a financial advisor with PNC Wealth Management in Bergenfield, NJ, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He has been with PNC Investments since 2011. PNC Wealth Management offers retail brokerage and advisory services through several 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 invests in approved mutual funds and ETFs with annual rebalancing.

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

Series 63, Series 65

Little Falls, NJ

PNC Wealth Management

Russell Robinson is a financial advisor with PNC Wealth Management in Little Falls, NJ, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has been with PNC Investments since 2011. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only digital portfolio strategist platform for PNC employees that uses algorithmic risk assessments and third-party managed model strategies.

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

Series 66

Little Falls, NJ

PNC Wealth Management

Maya Johnson is a financial advisor at PNC Wealth Management with a Series 66 designation and one year of industry experience. Her prior roles include positions at JPMorgan Chase and involvement with academic and cultural organizations such as the University of Chicago and the Van Cortlandt House Museum. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only digital offering that uses algorithm-driven portfolio strategies managed by PNC or third parties and executed with mutual funds and ETFs.

Passive / index investing Active portfolio management Wealth management Executive
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Daniel W

ChFC®, Series 63, Series 65

Glen Ridge, NJ

PNC Wealth Management

Daniel Wiseman is a financial advisor with PNC Wealth Management, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 20 years of industry experience, including prior roles at Morgan Stanley, Morgan Stanley Private Bank, J.P. Morgan Securities, and a period of self-publishing a book. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital Portfolio Solutions Strategist offering that uses algorithm-driven risk assessment and portfolio management with mutual funds and ETFs.

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

Series 63, Series 65

South Orange, NJ

PNC Wealth Management

William Varnas is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 licenses and 38 years of industry experience. He has been with PNC Investments since 2006. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including a Portfolio Solutions Strategist Digital Offering that provides discretionary model accounts via an online platform using approved model strategies and mutual funds or ETFs. The firm serves clients through an algorithm-driven process and maintains a pilot program limited to PNC Bank employees.

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

Series 63, Series 65

Wayne, NJ

PNC Wealth Management

Danny Laskovski is a financial advisor with PNC Wealth Management in Wayne, NJ, holding Series 63 and Series 65 credentials and 25 years of industry experience. He has been with PNC Investments since 2012. Outside of his advisory work, he is an owner of a rental property business unrelated to investment activities. 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 implements investments via approved strategies with mutual funds and ETFs.

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

Series 66

Clifton, NJ

PNC Wealth Management

David Bubnowski is a financial advisor with PNC Wealth Management in Clifton, NJ, holding a Series 66 designation and 19 years of industry experience. He has been with PNC Investments since 2010. Outside of his advisory role, he has ownership in a rental property business unrelated to investment activities. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account that uses algorithm-driven risk assessments and employs mutual funds and ETFs for portfolio implementation.

Passive / index investing Active portfolio management Wealth management Executive
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