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Helps assess your need for services and strives to deliver an exceptional client experience through timely insight and information, and by facilitating client review conversations.
Provides you with access to a broad range of PNC banking services, including deposit services, mortgages, credit cards, lines of credit, specialized lending, and online banking capabilities.
Administers your investment agency agreement or trust and will explain the use of trusts in wealth planning, asset protection, and charitable giving.
Develops a customized PNC Integrated Approach® strategy that focuses on your short- and long-term goals, constructs and manages your portfolio, and provides guidance at regular meetings to review your asset allocation in person.
Provides consultation on wealth planning topics such as family wealth transfer planning, retirement planning, education planning, risk management & insurance, charitable giving, business succession planning, planning for corporate executives, stock options & executive compensation, and planning for the modern family.
The PNC Financial Services Group, Inc. (“PNC”) uses the marketing name PNC Wealth Management® 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 Wealth Management,” is a registered mark of The PNC Financial Services Group, Inc.
Important Information about Procedures for Opening a New Account
To help the government fight the funding of terrorism and money laundering activities, Federal law requires all financial institutions to obtain, verify, and record information that identifies each person who opens an account.
What this means for you: When you open an account, we are required by Federal law to ask for your name, street address, date of birth (for natural persons) and other information as required to identify you. This may include a request or requests for confirmatory information such as presentation of your driver’s license and/or other document(s).
Investments: Not FDIC Insured. No Bank Guarantee. May Lose Value.
Insurance: Not FDIC Insured. No Bank or Federal Government Guarantee. Not a Deposit. May Lose Value.
Read a summary of privacy rights for California residents which outlines the types of information we collect, and how and why we use that information.
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The PNC Financial Services Group, Inc. All rights reserved.