Financial Professionals Profiles

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The PNC Wealth Management Team


4800 Montgomery Lane, Suite 350
Bethesda, MD 20814


Phone: 301-347-3200



Q: What type of client do you specialize in?

A: We work with business owners at all stages of their business lifecycle, including doctors, attorneys, corporate executives and more. Our services are best suited for high net worth and ultra-high net worth individuals and multi-generational families looking for an industry leading personalized client experience. Whether buying a home or a business, saving for retirement, investing for the future or finding the right credit card, clients work with PNC Wealth Management® to effectively manage challenges and chart a path toward financial security for generations to come.

Q: What makes your client experience unique?

A: Our integrated team approach. We act strategically and collaboratively as a cohesive, locally based professional advisory team, working with each client to provide a higher level of synergy and active oversight of your cherished family wealth. Every professional is working for you and consistently looking out for your best interests—the fiduciary standard. Our local team is comprised of Certified Financial Planners, Chartered Financial Analysts® and over 100 years of combined professional experience.

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.

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 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 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” and “PNC Wealth Management,” are registered marks of The PNC Financial Services Group, Inc.
Investments: Not FDIC Insured. No Bank Guarantee. May Lose Value. © 2020 The PNC Financial Services Group, Inc. All rights reserved.

PNC offers credentialed practice group leaders with extensive experience in business succession planning, philanthropy, private banking, fiduciary services, corporate executive compensation, wealth preservation planning and risk management and insurance.

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