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Cary G

Series 66

Birmingham, AL

PNC Wealth Management

Cary Guffey is a financial advisor at PNC Wealth Management in Birmingham, AL, holding a Series 66 designation with 25 years of industry experience. He has been with PNC Investments since 2012 and joined PNC Wealth Management in 2017. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only digital offering that uses algorithmic risk assessments and approved model strategies executed by investment delegates.

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

Series 63, Series 66

Birmingham, AL

PNC Wealth Management

Edward Robinson is a financial advisor with PNC Wealth Management in Birmingham, AL, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. His prior roles include positions at Sagepoint Financial, Hornor Townsend & Kent, Penn Mutual Life Insurance, and Edward Jones. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an employee-only online discretionary model account that uses algorithmic risk assessment and implements investments via approved model strategies managed by PNC or third parties.

Passive / index investing Active portfolio management Wealth management Executive
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