Houston, TX Post Oak Blvd 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.

James Notzon is a financial advisor at PNC Wealth Management in Houston, TX, holding a Series 63 designation with 33 years of industry experience. Prior to joining PNC in 2021, he worked at Bbva Securities Inc., Bbva Wealth Solutions Inc., Bbva Compass Insurance Agency, Inc., and COMPASS Bank. Outside of his advisory role, he serves on the board of the Boys and Girls Club of Laredo, a nonprofit providing social services to disadvantaged youths, and is a board member at the Laredo Country Club. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a Portfolio Solutions Strategist Digital Offering that uses algorithm-driven risk assessments and manages investments via approved model strategies executed by delegates using mutual funds and ETFs.

Ryan Smith is a financial advisor with PNC Wealth Management based in Houston, TX, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. His prior roles include positions at Merrill Lynch Pierce Fenner & Smith, Morgan Stanley, E*TRADE, and Scottrade. 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 employs algorithm-driven risk assessments and delegates portfolio execution and proxy voting to third parties, utilizing mutual funds and ETFs with annual rebalancing.

David Epstein is a financial advisor with PNC Wealth Management in Houston, TX, holding Series 66 and Series 63 licenses and bringing 15 years of industry experience. His prior roles include positions at BBVA Wealth Solutions, BBVA Securities, BBVA Compass Insurance Agency, Compass Bank, Chase Investment Services, and Banc of America Investment Services. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including the invitation-only Portfolio Solutions Strategist Digital Offering that uses algorithmic risk assessment to manage portfolios with mutual funds and ETFs.

Charles Donnell is a financial advisor with PNC Wealth Management based in Houston, TX, holding a Series 66 designation and has 20 years of industry experience. His prior roles include positions at BBVA Wealth Solutions Inc., BBVA Securities Inc., and COMPASS Bank from 2015 to 2021. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account that uses algorithmic recommendations and manages investments via mutual funds and ETFs.