Monroeville, PA William Penn Highway Office

Team
Updated today

Client AUM

$29,402,102,056

Clients

160,885

Advisors

7

Of 1,166 advisors across 768 offices

Location

4044 William Penn Highway

Monroeville PA 15146

Advisors at this office

7

Advisors at this office

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Christopher C

Series 66

Monroeville, PA

PNC Wealth Management

Christopher Conrad is a financial advisor at PNC Wealth Management with 10 years of industry experience. He holds a Series 66 designation and has worked at PNC Investments since 2019, following four years at Edward Jones. Outside of his advisory role, he owns Conrad Data Consulting LLC, a non-investment related business. 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 assessment to select investment models implemented via mutual funds and ETFs.

Passive / index investing Active portfolio management Wealth management Executive
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Nicole M

Series 66

Monroeville, PA

PNC Wealth Management

Nicole Moses is a financial advisor with PNC Wealth Management in Monroeville, PA, holding a Series 66 designation and 14 years of industry experience. She has been with PNC Investments, LLC since 2016 and also has prior experience with PNC Bank, NA. Outside of her advisory role, she is involved as a health and fitness coach. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio solution for employees that uses approved model strategies and an algorithmic risk assessment process.

Passive / index investing Active portfolio management Wealth management Executive
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Talin D

Series 66

Monroeville, PA

PNC Wealth Management

Talin Drabik is a financial advisor with PNC Wealth Management, holding a Series 66 designation and 20 years of industry experience. He has been with PNC Investments LLC since 2008. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account available by invitation to employees with existing PNC Bank online credentials. The firm utilizes algorithm-driven risk assessments and delegates portfolio implementation and proxy voting to third parties.

Passive / index investing Active portfolio management Wealth management Executive
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Evan H

Series 65, Series 63

Monroeville, PA

PNC Wealth Management

Evan Horsley is a financial advisor with PNC Wealth Management in Monroeville, PA, holding Series 63 and Series 65 licenses and 12 years of industry experience. He has been with PNC Investments since 2016. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only online discretionary model account that uses algorithmic risk assessment and invests primarily in mutual funds and ETFs with annual rebalancing.

Passive / index investing Active portfolio management Wealth management Executive
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Reginald H

Series 66

Monroeville, PA

PNC Wealth Management

Reginald Holt is a financial advisor with PNC Wealth Management in Monroeville, PA. He holds a Series 66 designation and has been with PNC Wealth Management since 2026. Prior to this role, he worked at PNC Bank and held positions in several other organizations including Under Armour and Nike. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an employee-only digital portfolio solution that relies on algorithmic risk assessment and invests via approved models using mutual funds and ETFs.

Passive / index investing Active portfolio management Wealth management Executive
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Patrick D

Series 63, Series 65

Monroeville, PA

PNC Wealth Management

Patrick Duffy is a financial advisor with PNC Wealth Management in Monroeville, PA, holding Series 63 and Series 65 designations and bringing 25 years of industry experience. He has been with PNC investments since 2004. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only digital portfolio strategy for employees that uses algorithmic risk assessment and delegates portfolio implementation to third-party managers.

Passive / index investing Active portfolio management Wealth management Executive
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Brett W

Series 66

Monroeville, PA

PNC Wealth Management

Brett Wilson is a financial advisor at PNC Wealth Management with one year of industry experience. He holds the Series 66 designation and previously worked at PNC Bank. Outside of finance, he has experience in the food service industry and homemaking. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account available by invitation for PNC Bank employees. The firm utilizes algorithm-driven risk assessments and delegates portfolio management to approved third parties.

Passive / index investing Active portfolio management Wealth management Executive
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