Scranton, PA Penn Avenue Office

Team
Updated today
PNC Wealth Management logo

PNC Wealth Management

Enterprise

Firm-wide stats for PNC Wealth Management

Total advisors

1,169

Across 773 offices

Clients per advisor

138 Very High

Avg AUM per client

$182,752 Very Low

HNW client ratio

2% Very Low

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

Passive / index investing Active portfolio management Wealth management

Based on PNC Wealth Management

Occupation focus

Executive

Based on PNC Wealth Management

Location

201 Penn Avenue

Scranton PA 18503

Advisors at this office

6

Advisors at this office

user avatar

Patrick H

Series 65, Series 66

Scranton, PA

PNC Wealth Management

Patrick Hannon is a financial advisor with PNC Wealth Management in Scranton, PA, holding Series 65 and Series 66 licenses and bringing 22 years of industry experience. He has been with PNC Investments since 2007. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only Portfolio Solutions Strategist Digital Offering for employees that uses algorithmic risk assessment and approved model strategies implemented via mutual funds and ETFs.

Passive / index investing Active portfolio management Wealth management Executive
user avatar

Lawrence J

Series 63, Series 65

Scranton, PA

PNC Wealth Management

Lawrence Joseph Jr. is a financial advisor at PNC Wealth Management with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has been with PNC Investments since 2004. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only digital offering for PNC employees that uses algorithm-driven risk assessments to select investment models implemented via mutual funds and ETFs.

Passive / index investing Active portfolio management Wealth management Executive
user avatar

Jason B

Series 63, Series 65

Scranton, PA

PNC Wealth Management

Jason Berry is a financial advisor with PNC Wealth Management in Scranton, PA. He holds Series 63 and Series 65 licenses and has 26 years of industry experience, including 21 years with PNC Investments. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including the Portfolio Solutions Strategist Digital Offering, an invitation-only, discretionary model account for employees that uses algorithm-driven risk assessments to guide investment strategy.

Passive / index investing Active portfolio management Wealth management Executive
user avatar

Julie J

Series 63, Series 65

Scranton, PA

PNC Wealth Management

Julie Jurchak is a financial advisor with PNC Wealth Management in Scranton, PA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. She has been with PNC Investments since 2004. PNC Wealth Management offers retail brokerage and advisory services through various model-based programs, including an invitation-only digital offering that uses algorithm-driven risk assessment and implements portfolios with mutual funds and ETFs. The firm’s approach involves third-party management and discretionary portfolio execution with annual rebalancing.

Passive / index investing Active portfolio management Wealth management Executive
user avatar

Christopher K

Series 63, Series 65

Scranton, PA

PNC Wealth Management

Christopher Kemmerer is a financial advisor with PNC Wealth Management in Scranton, PA, holding Series 63 and Series 65 licenses and bringing 36 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 discretionary model account pilot for employees. The firm uses approved model strategies managed and executed by delegates with mutual funds and ETFs, relying on algorithmic risk assessment for model selection.

Passive / index investing Active portfolio management Wealth management Executive
user avatar

Sean R

Series 63, Series 66

Scranton, PA

PNC Wealth Management

Sean Rooney is a financial advisor with PNC Wealth Management, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. His career includes roles at Merrill, Bank of America, Prudential Investment Management Services, Edward Jones, and Charles Schwab. Since 2021, he has been with PNC Investments in Scranton, PA. PNC Wealth Management offers 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 third-party portfolio implementation via mutual funds and ETFs, with annual rebalancing and no direct trading by clients.

Passive / index investing Active portfolio management Wealth management Executive
View complete list of advisors at this office
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")