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Jeffrey E

Series 66

Pekin, IL

PNC Wealth Management

Jeffrey Engelbrecht is a financial advisor with PNC Wealth Management, holding a Series 66 designation and nine years of industry experience. He previously worked at Morgan Stanley and Morgan Stanley Private Bank from 2014 to 2023. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including a digital discretionary model account offered as an invitation-only employee pilot. The firm’s investment approach relies on algorithmic risk assessments and third-party managed model strategies executed with mutual funds and ETFs.

Passive / index investing Active portfolio management Wealth management Executive
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