As a client of PNC Wealth Management, you enjoy access to a team of financial professionals who are committed to helping you find solutions that fit your financial needs. “We begin with learning about what matters most to you, and through our client centered approach and open dialogue, we help keep your plan aligned with your objectives,” says Brad Collins, Market Director for the Alabama Wealth Management Team. We bring together experienced advisors with a suite of services, allowing us to deliver comprehensive solutions customized to your financial goals. This allows us to adjust your plan as your needs change.
Brad Collins is uniquely equipped to lead a team of professionals to extend personalized investment, banking, and financial planning counsel to individuals. Combining financial knowledge with his 23 years of experience in helping others navigate through the many financial choices they face, Brad leads the Alabama PNC Wealth Management® Team in bringing order and direction to client’s decision-making process. His team effectively translates personal, corporate, and financial goals into custom tailored solutions. Brad says, “PNC’s team approach to client service is very powerful. We can talk about every facet of wealth from investments to financial planning to trust and banking and never have to leave the office.” Brad earned his bachelor’s degree in finance from the University of Alabama and his MBA from the University of Alabama at Birmingham.
When you choose PNC Wealth Management to manage your money, you are also choosing client service that strives to go beyond what you might expect from your financial institution. As a Vice President and PNC Wealth Management® Relationship Strategist, Heather Baker is your single point of contact that is committed to your satisfaction. An experienced financial professional, Heather looks at your complete financial picture and provides a customized solution designed to best meet your needs, which may include private banking services, asset management, trust, and /or financial and estate planning services. Heather says, “I stay in constant communication with my clients to be sure they are fully informed about the team’s efforts on their behalf and to confirm that my team is doing everything possible to exceed your expectations.” Heather earned her Bachelor of Science in Commerce and Business Administration from the University of Alabama. Professionally, she holds a Series 7, Series 66, Life and Annuity License, as well as a Registered Paraplanner professional designation from the College for Financial Planning. She has been serving clients in the financial industry for two decades.
Guillermo Araoz, CFA® develops, communicates, and executes tailored investment strategies for high-net-worth clients. He is responsible for managing complex fiduciary, agency, and individual retirement accounts as well as alternative investments. Your investment portfolio is often the core component to helping you reach your financial goals. Through a disciplined process aligned with your objectives and preferences, he will create a customized approach for you. Guillermo says, “Our systematic objective approach is designed to provide you with customized investment programs that includes access to a broad array of investment solutions and ongoing consultation.” Guillermo earned the designation of Chartered Financial Analyst in 2007. He holds his Masters Degree from The Johns Hopkins University School of Advanced International Studies.
Harvey Hutchinson provides advice on complex estate, business transition, and other wealth strategy issues. Through PNC’s personalized approach to wealth strategy, Harvey will meet with you to help identify your goals and integrate them into a plan. According to Harvey, “Unfettered and continuous family dialogue is paramount to a successful estate plan or family business succession plan.” Some of the areas Harvey may review with you include financial planning, estate planning (in conjunction with a client’s attorney and other advisors), retirement planning, charitable giving, college funding, business planning, and business succession strategies. Prior to serving as PNC Wealth Management’s Senior Wealth Strategist for Alabama, Harvey practiced law with an emphasis in estate planning, business planning, and estate & trust administration. Harvey holds the following certifications: CERTIFIED FINANCIAL PLANNER®, Certified Employee Benefit Specialist, Certified Trust and Financial Advisor, and Accredited Estate Planner®.
Trust and Estate Administration
Dean Johnson, CTFA®, administers the terms of trust documents in which PNC Wealth Management serves as trustee or co-trustee. He is a specialist in trust administration and provides insight and experience to help guide clients and their families in various estate and trust planning matters. Transitioning your wealth according to your wishes requires skill and sensitivity. Dean brings significant knowledge in the areas of revocable, irrevocable, charitable and other trusts. “In my experience, a well-designed trust is among the most effective tools for managing such risks as incapacity, creditor claims against family wealth, concerns including divorce or a child’s choice of spouse, and family member’s lack of ability, knowledge or maturity,” said Dean. He is a Certified Trust and Financial Advisor as well as a graduate of Southern Trust School. Dean has over 24 years of experience in trust and estate administration.
Gary Sheffer, Senior Banking Advisor, provides Private Banking services for Wealth Management clients throughout Alabama. His focus is on understanding and managing the often complex liquidity and liability needs of clients, with the goal of providing sound advice and innovative solutions that are backed by his many years of banking experience. With substantial resources and products available at PNC, Gary can provide you customized recommendations based on your specific deposit or lending need. Gary is a graduate of Marian University in Indianapolis with a degree in Finance and has 20 years of banking experience.
Our Commitment to You
You will receive a differentiated team experience that delivers relevant insights, experienced advice and exceptional client service. PNC Wealth Management offers a client-centric approach focused on providing personalized, sophisticated wealth management solutions along with a comprehensive suite of services and broad range of professionally managed investment solutions. We have a fiduciary responsibility that requires keeping your interests at the forefront. Finally, we provide enterprise commitment to managing risk and keeping your information confidential and secure. If this approach sounds right to you, we encourage you to reach out to Heather Baker for more information or to schedule an appointment with [email protected] or call 256-564-5758.