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
Angela Gilmore
Senior National Accounts Specialist
Preferred Capital Securities
Shaun O'Leary
VP, National Accounts Manager