Preferred Capital Securities

National Accounts

At PCS, we view financial advisors as partners and strive to build strong, effective relationships by providing a wealth of services to assist our partners in building thriving practices. Our support services include:
Providing advisor and client educational webinars on current offerings | Hosting client seminars and appreciation events | Providing opportunities for continuing education | Participating on panels | Offering conference sponsorship and support | Delivering marketing materials – ads, invitations and more

Preferred Capital Securities
Linda Cobelo
EVP, Business Development & National Accounts
Preferred Capital Securities
Jonathan Dease
VP, National Accounts Manager
Preferred Capital Securities
Trey Killingsworth
VP, National Accounts Manager
Preferred Capital Securities
Angela Gilmore
Senior National Accounts Coordinator
Preferred Capital Securities
Shaun O'Leary
VP, National Accounts Manager – RIA