Cincinnati, OH Beechmont Avenue Office

Team
Updated today

Client AUM

$29,402,102,056

Clients

160,885

Advisors

3

Of 1,169 advisors across 769 offices

Location

7500 Beechmont Avenue

Cincinnati OH 45255

Advisors at this office

3

Advisors at this office

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Christopher B

Series 63, Series 66

Cincinnati, OH

PNC Wealth Management

Christopher Barnes is a financial advisor with PNC Wealth Management in Cincinnati, OH. He holds Series 63 and Series 66 licenses and has 18 years of industry experience. Prior to joining PNC Investments in 2021, he worked at Fidelity Personal and Workplace Advisors and Fifth Third Securities. Barnes is also a co-owner of Evofit Grappling LLC, a Brazilian Jiu Jitsu martial arts business. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital Portfolio Solutions Strategist offering that uses algorithmic risk assessments and approved model strategies primarily executed with mutual funds and ETFs.

Passive / index investing Active portfolio management Wealth management Executive
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Brandon J

Series 66

Cincinnati, OH

PNC Wealth Management

Brandon Johnson is a financial advisor with PNC Wealth Management in Cincinnati, OH, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Northwestern Mutual and PNC Bank. Before entering finance, he worked for seven years at Red Lobster. PNC Wealth Management offers retail brokerage and advisory services with a focus on model-based investment programs, including a digital discretionary model account available through an employee-only pilot that uses algorithmic risk assessment and invests via mutual funds and ETFs.

Passive / index investing Active portfolio management Wealth management Executive
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Joan G

Series 63, Series 65

Cincinnati, OH

PNC Wealth Management

Joan Gray is a financial advisor with PNC Wealth Management in Cincinnati, OH, holding Series 63 and Series 65 designations and 25 years of industry experience. She has been with PNC Investments since 2004, including its transition to PNC Investments, LLC in 2017. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including the Portfolio Solutions Strategist Digital Offering, an invitation-only, algorithm-driven online discretionary model account available to employees with existing PNC Bank online-banking credentials.

Passive / index investing Active portfolio management Wealth management Executive
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