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Lauren V
Series 63, Series 65
Laurel, MD
PNC Wealth Management
Lauren Villarreal is a financial advisor with PNC Wealth Management in Laurel, MD, holding Series 63 and Series 65 licenses and having 10 years of industry experience. She previously worked at First Command Advisory Services and First Command Brokerage Services before joining PNC Investments in 2016. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including a digital, discretionary model account available by invitation to employees, which utilizes algorithmic risk assessments and invests via approved model strategies managed by PNC or third parties.
Sarah M
Series 66
Laurel, MD
PNC Wealth Management
Sarah Mathews is a financial advisor at PNC Wealth Management with nine years of industry experience. She holds a Series 66 designation and previously worked at Bank of America and Merrill for ten years. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio strategy pilot for employees that uses algorithm-driven risk assessments and implements investments via approved model strategies.
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