Ocala, FL SW College Rd 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
5500 SW College Rd
Ocala FL 34474
Advisors at this office
3
Advisors at this office
Colleen L
Series 66
Ocala, FL
PNC Wealth Management
Colleen Lavon is a Series 66 licensed advisor with six years of industry experience, currently with PNC Wealth Management in Ocala, FL. Her prior roles include positions at Wells Fargo and BBVA-affiliated firms, and she spent nine years at Best Buy before entering financial services. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, featuring an invitation-only digital portfolio strategist pilot that uses approved model strategies and algorithm-driven risk assessments.
Robert B
Series 63, Series 65, Series 66
Ocala, FL
PNC Wealth Management
Robert Brown is a Financial Advisor at Merrill Lynch Wealth Management. He specializes in helping clients develop personalized financial strategies that address their unique goals and priorities. His areas of focus include college education planning, family wealth management strategies, employee financial health, legacy planning, LGBT wealth planning, liquidity management, managing new wealth, personal retirement planning, philanthropic planning, and retirement income. Robert holds a Bachelor's Degree and a Master's Degree from the University of West Florida. He has earned the Chartered Retirement Planning Counselor (CRPC) designation, which reflects his expertise in retirement planning. Through a disciplined and personalized approach, he assists clients in navigating financial decisions and adapting strategies to their evolving life circumstances. Outside of his professional work, Robert engages in personal interests such as adventure sports, skydiving, spending time with his family, watching movies, writing, and practicing yoga.
Paul W H
CFP®, Series 65, Series 63
Ocala, FL
PNC Wealth Management
Paul W Hayes is a CFP® professional with 30 years of industry experience, currently serving at PNC Wealth Management in Ocala, FL. He has held various roles within PNC Investments since 2009, with prior experience at Colonial Asset Management Inc. and Wamu Investments, Inc. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account pilot available to select employees. The firm uses algorithmic risk assessments and delegates portfolio implementation to third-party strategists, focusing on mutual funds and ETFs with annual rebalancing.
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