PCS is a full-service, RIA-friendly Broker Dealer and SEC Registered Investment Advisor. We are growing by dually registering like-minded, hybrid RIA's/IAR's. We are solely focused on servicing the needs of successful, independent advisors and reps allowing you the time to grow your profits. Let our independence ignite yours!

PCS is licensed as a Broker Dealer in all 50 states. Our headquarters is in Louisville, KY. We have more than 70 branch offices coast-to-coast.

Banking

Insurance

Investment Management

Private Client Services (PCS), Member FINRA, SIPC

Ernest Sampson

Beth Mengert

Ted Greggis

Timothy Graham

John Taylor-Jones

Steve Higdon

Cassondra Dunning

Tim Graham

Tim Gacsy

Steven Mills

Mary Wescott

The Management Team at PCS is responsible for setting strategic goals, overseeing daily operations, and ensuring regulatory compliance to support the growth and success of independent advisors and representatives. Comprised of key executives, the team focuses on leadership, development, and financial performance to drive the company's expansion and enhance service offerings across its nationwide branch offices.

Management Team

Operations Team

Leadership Team

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Management Team

About

Team members

Other teams at Private Client Services (PCS), Member FINRA, SIPC

Operations Team

Leadership Team

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Management Team

About

Team members

Other teams at Private Client Services (PCS), Member FINRA, SIPC

Operations Team

Leadership Team

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