Ashburn, VA Pipeline Plaza Office

Team
Updated today

Client AUM

$29,402,102,056

Clients

160,885

Advisors

2

Of 1,169 advisors across 769 offices

Location

44080 Pipeline Plaza

Ashburn VA 20147

Advisors at this office

2

Advisors at this office

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David W

Series 63, Series 65

Ashburn, VA

PNC Wealth Management

David Warner is a financial advisor with PNC Wealth Management in Ashburn, VA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with PNC Wealth Management since 2011. Outside of his advisory role, he owns two non-investment-related businesses, Northpoint Group LLC and 2600 Juniper Avenue LLC. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary, invitation-only digital portfolio solution for employees that uses algorithm-driven risk assessment and approved model strategies managed by PNC or third-party strategists.

Passive / index investing Active portfolio management Wealth management Executive
user avatar

Whitney W

Series 66

Ashburn, VA

PNC Wealth Management

Whitney Walls is a financial advisor at PNC Wealth Management with a Series 66 designation and seven years of industry experience. Prior to joining PNC Wealth Management, Walls held roles at Merrill, Bank of America, and Navy Federal Credit Union. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including a digital, discretionary model account offered as an invitation-only pilot for employees. The firm’s approach uses algorithm-driven risk assessments and approved model strategies executed via mutual funds and ETFs, with portfolio implementation delegated to third-party firms.

Passive / index investing Active portfolio management Wealth management Executive
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