Scott Canuel,CFP, CFA
Feb 08, 2013 09:19PM
● By Anonymous
Scott Canuel, Wealth Director, Annapolis and Delmarva, says, “In addition to investment, fiduciary and private banking services, we offer wealth planning which helps us gain a clear and precise understanding of clients’ goals and objectives,” he explains. “PNC Wealth Management clients are advised on a wide range of complex banking, trust, financial planning and retirement cash flow issues and are offered sound and innovative solutions. Some of the goals and objectives we help clients consider are business succession, philanthropy, retirement, tax and estate administration
PNC Wealth Management accomplishes these goals by using a teambased approach. Clients are supported by five local professionals on their unique relationship team. A Relationship manager is the first point of contact and brings in additional resources based on a client’s needs. The team also includes a Banking Advisor, an Investment Advisor to create a custom portfolio, a Wealth Planner and a Trust Advisor.
The Annapolis team is comprised of highly motivated individuals with an average of more than 15 years of industry experience. Scott Canuel clearly understands the significance of this new office and the potential advantage it will provide to clients: “Having a local presence within the communities we serve is one of the hallmarks of PNC Wealth Management. The services and the expertise clients need to effectively manage their wealth are available right in Annapolis, Anne Arundel County. Additionally, clients benefit from the fact that our local teams are part of a large, Fortune 100 financial services organization with indepth resources and a national scope.”
He is also understandably proud of his team and the organization they represent. “Each of us was brought into this field for different reasons, but one common denominator that drives us all is that we take exceptional care of our clients and their families for multiple generations. We strive to ensure that our clients achieve all of their financial goals.”
The material presented in this article is of a general nature and does not constitute the provision by PNC of investment, legal, tax or accounting advice to any person, or a recommendation to buy or sell any security or adopt any investment strategy. Opinions expressed herein are subject to change without notice. The information was obtained from sources deemed reliable. Such information is not guaranteed as to its accuracy. You should seek the advice of an investment professional to tailor a financial plan to your particular needs. For more information, please contact PNC at 1-888-762-6226.
The PNC Financial Services Group, Inc. (“PNC”) uses the names PNC Wealth Management®, PNC Institutional Investments® and Hawthorn, PNC Family WealthSM to provide investment and wealth management, fiduciary services, FDICinsured banking products and services and lending of funds through its subsidiary, PNC Bank, National Association, which is a Member FDIC, and uses the names PNC Wealth Management® and Hawthorn, PNC Family WealthSM to provide certain fiduciary and agency services through its subsidiary, PNC Delaware Trust Company. Brokerage and advisory products and services are offered through PNC Investments LLC, a registered broker-dealer and investment adviser and member of FINRA and SIPC. Insurance products and advice may be provided by PNC Insurance Services, LLC, a licensed insurance agency affiliate of PNC, or by licensed insurance agencies that are not affiliated with PNC; in either case a licensed insurance affiliate will 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. Investments: Not FDIC Insured. No Bank Guarantee. May Lose Value.
Scott Canuel, CFP® , CFA®
Wealth Director, Annapolis and Delmarva
236 Main Street and Church Circle, Annapolis, MD 21401
410-626-2101 • 410-230-9164 (fax)