Coral Gables, FL 2811 Ponce De Leon Blvd Office
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PNC Wealth Management
Enterprise
Firm-wide stats for PNC Wealth Management
About
PNC Wealth Management provides retail brokerage and advisory services through several model‑based programs. The brochure describes the Portfolio Solutions Strategist Digital Offering, an online, discretionary model account currently offered as an invitation‑only employee pilot that requires existing PNC Bank online‑banking credentials.
The program implements investments via approved model strategies managed by PNC or third‑party strategists and executed by an investment delegate using mutual funds and ETFs, with annual rebalancing and no ability for clients to trade individual securities or use margin. Enrollment and model selection rely on an algorithmic digital questionnaire that recommends a risk band; the offering assesses fees as a percentage of assets and does not provide standalone financial planning services in this product.
Distinctive features noted in the brochure include the employee‑only pilot structure and the firm’s disclosure of affiliated cash‑sweep and revenue‑sharing arrangements (including use of PNC Bank’s deposit sweep and selection of “approved” mutual fund share classes), which can influence fund selection and cash management. The firm also delegates portfolio implementation and proxy voting to third parties (Envestnet and Glass‑Lewis), and flags algorithm risk and limited direct client contact with strategists, factors that may affect execution and oversight relative to some peers.
Based on PNC Wealth Management
Expertise
Based on PNC Wealth Management
Location
2811 Ponce De Leon Blvd, Suite 800
Coral Gables FL 33134
Advisors at this office
3
Advisors at this office
Zakir O
Series 66
Coral Gables, FL
PNC Wealth Management
Zakir Odhwani is a financial advisor with PNC Wealth Management, holding a Series 66 designation and bringing 23 years of industry experience. His prior experience includes roles at Merrill and Bank of America, N.A. He is based in Coral Gables, Florida. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a Portfolio Solutions Strategist Digital Offering designed as an invitation-only pilot for employees. The firm uses algorithm-driven investment selection and third-party managers to implement diversified portfolios primarily composed of mutual funds and ETFs.
Sean M
Series 66
Coral Gables, FL
PNC Wealth Management
Sean Manning is a financial advisor at PNC Wealth Management with 12 years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo Advisors and FedEx Corporation. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio solution for employees that utilizes algorithm-driven risk assessments and invests in mutual funds and ETFs with annual rebalancing.
Paulina S
Series 66, Series 65
Coral Gables, FL
PNC Wealth Management
Paulina Sepulveda Welcker is a financial advisor with PNC Wealth Management, holding Series 65 and Series 66 credentials and with 17 years of industry experience. She previously worked at TD Ameritrade for 11 years before joining PNC Investments LLC in 2023. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital offering for employees that uses algorithm-driven risk assessments and approved model strategies executed via mutual funds and ETFs.
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