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Kimberly D
Series 63, Series 65
Loris, SC
PNC Wealth Management
Kimberly Dunn McGrath is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 licenses and 16 years of industry experience. She has worked at several firms, including ValMark Securities, Wells Fargo Advisors, Guardian Life Insurance Company, and Park Avenue Securities, before joining PNC Investments. Outside of her advisory role, she owns a short-term rental business called Tortuga Turquesa-The Turquois Turtle. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an online, discretionary model account offered as an invitation-only employee pilot that uses algorithmic risk assessments and approved model strategies managed by PNC or third parties.
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