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Chase S
Series 66
Daphne, AL
PNC Wealth Management
Chase Smith is a Series 66-licensed financial advisor with 11 years of industry experience, currently with PNC Wealth Management. He previously worked at Edward Jones for nine years before joining PNC Investments LLC in 2023. Outside of his advisory role, Smith serves as president of Sehoy POA, a non-investment related organization. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account for employees. The firm uses approved investment strategies with mutual funds and ETFs, focusing on algorithm-driven risk assessment and annual portfolio rebalancing.
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