The PNC Private Bank Team
Q: What type of client do you specialize in?
A: We work with high net worth and ultra-high net worth clients, typically business owners, professionals, and families with intergenerational wealth. Our clients interact with a single point of contact to make life easier. This generalist, called the relationship strategist, leads a team of highly credentialed professionals at PNC to advise on banking, credit, investing, and financial planning. Our local team is comprised of Certified Financial Planners, Chartered Financial Analysts® and over 100 years of combined professional experience.
Q: What makes your client experience unique?
A: Customer service is a priority. At PNC Private BankSM, our primary objective is to deliver piece of mind by helping our clients protect their wealth, grow their wealth, and transition their wealth—all in the most tax efficient manner.
Our investment approach is completely dependent on your needs. We utilize a goals-based model, looking first at your personal and/or corporate goals and then building a customized portfolio with a wide range of non-proprietary funds and investment solutions to meet those goals.
An important distinction of PNC Private Bank is that we are a fiduciary, which requires us to apply the highest standard of care when working with clients in the financial services industry. The needs and interests of the client must come first, and our fiduciary obligation helps to protect clients from any potential conflicts of interest that are inherent within the financial services industry.
Furthermore, we strive for total integration across the entire bank, leveraging commercial and corporate banking services for business owners with private wealth management services to help ensure both your business, your retirement and your family legacy plans are successful!
The PNC Financial Services Group, Inc. (“PNC”) uses the marketing name PNC Private BankSM to provide investment consulting and wealth management, fiduciary services, FDIC-insured banking products and services, and lending of funds to individual clients through PNC Bank, National Association (“PNC Bank”), which is a Member FDIC, and to provide specific fiduciary and agency services through PNC Delaware Trust Company or PNC Ohio Trust Company. PNC does not provide legal, tax, or accounting advice unless, with respect to tax advice, PNC Bank has entered into a written tax services agreement. PNC Bank is not registered as a municipal advisor under the Dodd-Frank Wall Street Reform and Consumer Protection Act. “PNC” is a registered mark, and “PNC Private Bank” is a service mark, of The PNC Financial Services Group, Inc. Investments: Not FDIC insured. No Bank Guarantee. May Lose Value. ©2021. The PNC Financial Services Group, Inc. All rights reserved.