Charlotte, NC Randolph Road Office

Vernon Moses is a financial advisor with PNC Wealth Management in Charlotte, NC, holding a Series 66 designation and 12 years of industry experience. His career includes roles at Fidelity Investments, Truist Investment Services, BB&T, Bank of America, and Merrill. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary account that uses algorithm-driven risk assessment and invests via approved models managed by PNC or third-party strategists.

Anthony Gummo is a financial advisor at PNC Wealth Management in Charlotte, NC, holding a Series 66 designation with 19 years of industry experience. He has been with PNC Investments since 2015. PNC Wealth Management provides retail brokerage and advisory services through several model-based programs, including the Portfolio Solutions Strategist Digital Offering, an invitation-only employee pilot that uses algorithmically selected risk bands and discretionary model accounts managed by PNC or third-party strategists.

Adam Snell is a Series 66-licensed financial advisor with 10 years of industry experience. He has worked at Merrill and Merrill Lynch from 2011 to 2020 before joining PNC Investments in 2020. He is currently based in Charlotte, NC, and is affiliated with PNC Wealth Management. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital, invitation-only Portfolio Solutions Strategist offering for employees. The program uses algorithm-driven risk assessment and implements investments via approved model strategies managed by PNC or third-party strategists.

Justin Chapman is a financial advisor with PNC Wealth Management in Charlotte, NC, holding a Series 66 designation and 10 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, Morgan Stanley, and Wells Fargo Advisors. In addition, he has experience in the family business, having worked at Chapman Funeral Home for over a decade. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only digital discretionary model account that uses algorithmic questionnaires to recommend investment strategies implemented via mutual funds and ETFs.

Eric Robbins is a financial advisor at PNC Wealth Management in Charlotte, NC, holding Series 65 and Series 66 licenses with six years of industry experience. His career includes roles within various PNC Investments entities since 2018 and prior experience at Marriott Vacation Club. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio offering that uses algorithm-driven risk assessments and delegated portfolio management.

Brent Sampey is a financial advisor with PNC Wealth Management in Charlotte, NC, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has been with PNC in various capacities since 2015, including roles at PNC Bank and PNC Investments. PNC Wealth Management provides retail brokerage and advisory services through several model-based programs, including a discretionary digital model account offered as an invitation-only pilot for employees. The firm’s approach uses algorithmic risk assessment and approved model strategies managed by PNC or third-party strategists, focusing on mutual funds and ETFs with annual rebalancing.

Ranjini Pathak is a financial advisor with PNC Wealth Management in Charlotte, NC. She holds Series 63 and Series 65 licenses and has one year of industry experience. Prior to joining PNC Wealth Management, she worked at Fifth Third Securities and held roles at Fifth Third Bank and Woodforest National Bank. PNC Wealth Management offers retail brokerage and advisory services through model-based investment programs, including a discretionary digital portfolio solution available as an invitation-only pilot for employees with PNC Bank online credentials. Their approach uses algorithm-driven model recommendations with implementation via mutual funds and ETFs, featuring annual rebalancing and third-party portfolio management.

David Degroot is a financial advisor at PNC Wealth Management in Charlotte, NC, holding Series 63 and Series 66 designations with 31 years of industry experience. He has worked with PNC Investments since 2014 and briefly with PNC Bank. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an employee-only digital portfolio solution that uses algorithmic risk assessments and implements investments via approved model strategies managed by PNC or third parties.

Corey Mcfadden is a financial advisor at PNC Wealth Management in Charlotte, NC, with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Raymond James, Cadaret, Grant & Co., Inc., Merrill, and LPL Financial. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only, employee pilot digital offering that uses algorithmic risk assessment and third-party portfolio implementation.

Todd Davis is a Series 66-licensed advisor with 10 years of industry experience, currently with PNC Wealth Management in Charlotte, NC. His work history includes roles at PNC Investments since 2016 and brief positions at Kalos Management and Kalos Capital in 2016. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account pilot for employees that uses algorithmic recommendations and implements investments via approved model strategies.

Stephen Campbell is a financial advisor with PNC Wealth Management in Charlotte, NC, holding a Series 66 designation and 16 years of industry experience. His prior roles include positions at Pruco Securities LLC, The Prudential Insurance Company of America, Park Sterling Bank, and LPL. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account that uses algorithmic risk assessment and approved model strategies executed via mutual funds and ETFs.

George Warren is a financial advisor with PNC Wealth Management in Charlotte, NC, holding Series 63 and Series 65 licenses and having 26 years of industry experience. He has been with PNC Investments, LLC since 2017, with prior experience at Advisors Asset Management, Inc. from 2014 to 2016. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including a discretionary online model account pilot available to employees with PNC Bank online-banking credentials. The firm uses approved model strategies executed by investment delegates with mutual funds and ETFs, focusing on algorithm-driven enrollment and risk assessment.

Heru Asaramo is a financial advisor at PNC Wealth Management with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at PNC Investments since 2019, following five years at Wells Fargo. Outside of his advisory role, he is the author of a book available on Amazon. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary, invitation-only digital portfolio strategist available to PNC Bank employees. The firm utilizes algorithm-driven risk assessment and third-party management with a focus on mutual funds and ETFs.

Kristian Hunter is a financial advisor with PNC Wealth Management in Charlotte, NC, holding a Series 66 designation and seven years of industry experience. His work history includes roles at PNC Investments, TIAA-CREF, Prudential Insurance, and Merrill, among others. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary digital model account available to select employees. The firm utilizes algorithm-driven risk assessments and third-party portfolio management, focusing on mutual funds and ETFs with annual rebalancing.

Leonard Hajrullahu is a financial advisor with PNC Wealth Management in Charlotte, NC, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Equitable Advisors and AXA Advisors. Outside of his advisory work, he serves as a youth soccer coach with Independence Soccer Club. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an online discretionary model account available by invitation to employees. The firm uses algorithm-driven risk assessments and implements investments via approved models managed by PNC or third-party strategists, utilizing mutual funds and ETFs with annual rebalancing.