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 Leadership Team at Private Client Services (PCS) is responsible for setting the strategic direction of the company, ensuring operational efficiency, and maintaining regulatory compliance. Comprising senior executives such as the CEO, COO, CFO, and other principals, the team works collaboratively to drive growth, foster advisor independence, and uphold the highest standards of service excellence across PCS's nationwide network.

Leadership Team

Operations Team

Management Team

Leadership Team

About

Team members

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

Operations Team

Management Team