As wealthy customers have started to reevaluate their financial situations, financial advisors at PNC Wealth Management has increased and improved its conversations with wealthy clients in an effort to retain and expand relationships.
The unit of PNC Financial Services Group Inc. (PNC) that focuses on individuals with more than $1 million in investable assets is conducting cash flow analyses and examining clients’ financial plans, said Steve Pappaterra, a senior vice president and managing director of wealth planning for PNC Wealth Management.
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