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Michelle is a successful attorney and partner at her law firm. She is looking for more even cash flow to keep up with her twins’ tuition bills, along with other personal expenses she recently has incurred.
With so much of her compensation dependent on the timing of personal injury awards, as well as annual bonuses and partnership distributions, it’s difficult to manage her day-to-day obligations. Most of her wealth is tied up in her practice and in a concentrated equity position she inherited. Michelle asked her PNC Wealth Strategist for advice.
Michelle’s PNC Wealth Strategist and Investment Advisor recommended that she consider reducing her concentrated position or consider hedging her equity position with an equity derivative to help lower her risk of having so much of her investment portfolio in a single stock.
Finally, Michelle worked with her advisors to build a long-term, comprehensive financial plan. It became her roadmap over the twins’ high school and college years, and well into enjoying her retirement with her husband.
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Important Legal Disclosures & Information
This story represents a hypothetical scenario and is intended for illustrative purposes; the person described is fictional and not an actual client, but the scenario is intended to reflect a typical and/or previously experienced situation. Actual client experiences and outcomes may vary and future performance or success is not guaranteed.
The PNC Financial Services Group, Inc. (“PNC”) uses the marketing name PNC Wealth Management® to provide investment and wealth management, fiduciary services, FDIC-insured banking products and services, and lending of funds through its subsidiary, PNC Bank, National Association (“PNC Bank”), which is a Member FDIC, and to provide specific fiduciary and agency services through its subsidiary, PNC Delaware Trust Company or PNC Ohio Trust Company. Securities products, brokerage services, and managed account advisory services are offered by PNC Investments LLC, a registered broker-dealer and a registered investment adviser and member of FINRA and SIPC. Insurance products may be provided through PNC Insurance Services, LLC, a licensed insurance agency affiliate of PNC, or through licensed insurance agencies that are not affiliated with PNC; in either case a licensed insurance affiliate may receive compensation if you choose to purchase insurance through these programs. A decision to purchase insurance will not affect the cost or availability of other products or services from PNC or its affiliates. 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 does not provide services in any jurisdiction in which it is not authorized to conduct business. PNC Bank is not registered as a municipal advisor under the Dodd-Frank Wall Street Reform and Consumer Protection Act (“Act”). Investment management and related products and services provided to a “municipal entity” or “obligated person” regarding “proceeds of municipal securities” (as such terms are defined in the Act) will be provided by PNC Capital Advisors, LLC, a wholly-owned subsidiary of PNC Bank and SEC registered investment adviser.
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