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Marco G

Series 63, Series 65

Albuquerque, NM

PNC Wealth Management

Marco Guevara is a financial advisor at PNC Wealth Management with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at PNC Investments and JPMorgan Securities, LLC, among other firms. Guevara is based in Albuquerque, NM. 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’s approach uses algorithm-driven risk assessments and invests via approved model strategies managed by PNC or third parties.

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

CFP®, ChFC®, Series 66

Albuquerque, NM

PNC Wealth Management

Kaleigh Hubbard is a CFP® and ChFC® with three years of industry experience, currently serving as a financial advisor at PNC Wealth Management. Her prior roles include positions at Edward Jones, BOK Financial Securities, and Morgan Stanley. She serves as treasurer for CASA Albuquerque, where she helps manage the organization’s finances. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including the invitation-only Portfolio Solutions Strategist Digital Offering, which uses algorithm-driven model portfolios managed by PNC or third-party strategists and implemented via mutual funds and ETFs.

Retirement income strategy Early retirement planning Business exit / sale strategy Business ownership considerations General estate planning guidance Founder/Business Owner
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