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Brian H

Series 66

McMurray, PA

PNC Wealth Management

Brian Haschke is a financial advisor at PNC Wealth Management with 12 years of industry experience. He has worked at PNC Investments since 2014, with prior roles at Key Investment Services and KeyBank. Outside of his advisory work, he serves as an assistant soccer coach for the Beadling Soccer Club. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an online discretionary model account available through an invitation-only employee pilot. The firm uses algorithm-driven risk assessments and invests in mutual funds and ETFs, with portfolio implementation delegated to third parties.

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

Series 66

McMurray, PA

PNC Wealth Management

Melodie Roach is a Series 66-licensed financial advisor with PNC Wealth Management in McMurray, PA, bringing seven years of industry experience. She has worked with PNC Investments since 2018 and previously spent 22 years at PNC Bank. Outside of her advisory role, Roach is a co-owner of Soul Properties LLC. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only online discretionary model account for employees that uses algorithm-driven risk assessment and invests in mutual funds and ETFs with annual rebalancing.

Passive / index investing Active portfolio management Wealth management Executive
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