Chris Conrad

Examiner
DISC Type : cs

Senior Vice President, Wealth Advisor at PNC Wealth Management LLC

United States

Overview

Chris Conrad is a Senior Vice President and Wealth Advisor at PNC Wealth Management, where he has built a career progressing through various advisory roles. A graduate of West Virginia University, he also holds an Insurance Consultant license, complementing his extensive experience in wealth management and financial advising for his clients.

Outside of his professional life, Chris is a licensed private pilot, demonstrating a clear passion for aviation. He also shows an interest in supporting military veterans, as indicated by his engagement with the Special Operations Association of America. Additionally, he appears to be a fan of the Cleveland Browns.

Unique fact: He holds a Private Pilot License.

Personality Overview

Late Adopter

Unexpressive

Process Oriented

They do not like taking risks at all and go for proven options in the end.  They are heavily focused on quality and prefer doing things the right way, even if it takes time. Being observant comes to them naturally.

Topics They Care About

Wealth Management
As a Senior Vice President and Wealth Advisor at PNC, his career is centered on providing comprehensive financial strategies and managing client assets.
Financial Advising
His entire career progression at PNC has been in advisory roles, showcasing his deep experience in guiding clients through financial decisions.
Private Aviation
He is a certified Private Pilot, indicating a significant personal interest and skill in aviation outside of his work in finance.

Media Appearances

Chris has no verified media appearances

Work History

2-2026
Senior Vice President, Wealth Advisor at PNC Wealth Management LLC
10-2025 - 2-2026
Vice President, Wealth Advisor at PNC Wealth Management LLC
3-2025 - 10-2025
Vice President, Wealth Advisor at PNC Investments
2-2025 - 3-2025
Vice President, Financial Advisor at PNC Investments
2-2022 - 2-2025
Assistant Vice President, Financial Advisor at PNC Investments

Education

2011 - 2015
Bachelor of Multidisciplinary Studies from West Virginia University

More Information

Social Presence :

Prographics :

Exp : 17 Location : United States Job Level : Leadership Designation : Senior Vice President, Wealth Advisor at PNC Wealth Management LLC
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Insights For Selling To Chris

During A Call Or A Meeting

DO's

  • Be firm in your communication and stay in control
  • Ask them which other stakeholders would be important for this purchase decision
  • Spend time addressing concerns around risk and change, they will have them even if they don't express them

DONT's

  • Don't use phrases like 'do not worry', 'i promise' etc.
  • Don't rely on relationship building even if they act pleasantly
  • Avoid getting into storytelling mode, especially when they ask specific questions

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Chris is

  • Low-risk, adoption by others are very important to them, followed by confidence in ROI.
  • Will you ever get a clear answer from Chris

  • Often, they don't say no, or keep going about it in circles.

Insights For Deal Planning

    How fast (or slow) will Chris move?

  • They do not like to rush and therefore can be quite slow in their decision-making.
  • Can Chris take some risk or not?

  • They have little risk-appetite and prefer to take measured decisions.

You And Chris

Personality Compatibility


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