Houston, TX Memorial Dr Office

Juan Campos Ortiz is a financial advisor with PNC Wealth Management in Houston, TX, holding Series 63 and Series 65 licenses and with 14 years of industry experience. He has worked in various capacities within BBVA-affiliated firms from 2014 to 2021 before joining PNC Investments in 2021. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account for employees that utilizes algorithm-driven risk assessment and implements approved model strategies via mutual funds and ETFs with annual rebalancing.

Georgina Willis is a financial advisor with PNC Wealth Management in Houston, TX, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. She has worked at PNC Investments since 2021 and previously held roles at BBVA Wealth Solutions Inc., BBVA Compass Insurance Agency, BBVA Securities Inc., and Compass Bank from 2016 to 2021. Outside of her advisory role, she is a licensed notary public and works as a retail floor associate for Burlington. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account for employees. The firm uses algorithmic risk assessment and delegates portfolio implementation to third parties, focusing on mutual funds and ETFs with annual rebalancing.

Rachel Justice is a financial advisor with PNC Wealth Management in Houston, TX, holding Series 63 and Series 66 licenses and four years of industry experience. She previously worked at Bank of America and Merrill. Outside of finance, she operates an online home decor business, works as an independent travel agent, and is a licensed manicurist in Texas. 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 algorithmic risk assessments and third-party managers to implement investments primarily via mutual funds and ETFs.