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Vesta F

Series 63, Series 65

Greenwood, IN

PNC Wealth Management

Vesta Fisher is a financial advisor at PNC Wealth Management with 20 years of industry experience. She holds Series 63 and Series 65 licenses and has worked with PNC since 2012, including roles at PNC Bank and PNC Investments. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a Portfolio Solutions Strategist Digital Offering that uses algorithm-driven risk assessments and discretionary model accounts managed by PNC or third-party strategists.

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

Series 63, Series 65

Greenwood, IN

PNC Wealth Management

Daniel Steinbrunner is a financial advisor with PNC Wealth Management in Greenwood, IN. He holds Series 63 and Series 65 licenses and has 30 years of industry experience, including 17 years at PNC Investments. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary digital portfolio solution available by invitation to employees. The firm uses approved model strategies managed by PNC or third parties, implemented via mutual funds and ETFs with annual rebalancing and limited direct client interaction.

Passive / index investing Active portfolio management Wealth management Executive
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