Financial Professionals ProfilesSPONSORED CONTENT
The PNC Wealth Management Team
Seated (L-R): Hannah Schlabaugh, Client Advisor; Celandra Deane-Bess, CFP®, SVP, Bethesda/DC Wealth Director; KC Koch, Relationship Strategist Standing (L-R): Ray Lambert, Senior Client Advisor; Ann Nickel, Senior Fiduciary Advisor; Brian Ellis, Senior Investment Advisor; Hamid Islam, Senior Banking Advisor; Elizabeth Kim-Wei, JD, Senior Wealth Strategist; Scott Schluederberg, Senior Investment Advisor
4800 Montgomery Lane, Suite 350
Business succession planning, private banking, fiduciary services, wealth planning and risk management, and portfolio management
What services do you or your firm provide?
PNC Wealth Management® offers a wide range of private banking, wealth strategy and asset management services for high net worth individuals and families. No matter how simple or complicated, we have the products, knowledge and resources necessary for your family’s financial success.
What is your investment approach?
Our 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 tools to meet them.
We deliver comprehensive, holistic, unbiased wealth management advice that includes private banking, wealth strategies and fiduciary services. Our team is comprised of five Certified Financial Planners and a local group with over 100 years of experience.
What type of client do you specialize in?
We work with business owners at all stages of their business lifecycle, including doctors, lawyers, executives and more. We also work with many individuals and families looking for an excellent personalized customer experience and financial results.
Whether buying a home, saving for retirement, investing for the future or finding the right credit card, PNC helps clients gain the confidence they need to make important financial decisions.
What makes your client experience unique?
Our wealth management team is local. We act strategically and collaboratively as a cohesive professional advisory team, working with each client individually, so you receive a higher level of synergy and active oversight. Every professional is working for you and consistently looking out for your best interests.
We’re moving toward total integration, leveraging commercial banking services with private wealth management services and looking out for your entire portfolio.