Houston, TX Post Oak Blvd Office

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.

Steve Mangold is a financial advisor at PNC Wealth Management with 28 years of industry experience. He holds the ChFC® designation and Series 63 and 65 licenses. His prior experience includes roles at Tectonic Capital Advisors, Sanders Morris Harris, and Next Financial Group. PNC Wealth Management offers retail brokerage and advisory services featuring model-based programs, including an invitation-only digital portfolio solution that uses algorithmic risk assessments and discretionary management through mutual funds and ETFs.

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 Compass Insurance Agency, BBVA Securities, and COMPASS Bank. He has been with PNC Bank since 2021 and joined PNC Investments LLC in 2025. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account pilot that integrates algorithm-driven risk assessments and portfolio implementation by third-party strategists.

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.