The BNC Wealth Services team is all about strength in depth. Our branches do a wonderful job in servicing our customers, but affluent clients usually have a complexity of financial needs that require specialist support. The Wealth Management team comprises a number of outstanding individuals specially trained to provide such support.
Private Banker: A relationship manager who focuses on understanding your priorities. He/she works with you on your banking and strategic credit needs, bringing together other specialist members of the team as necessary.
Financial Consultant: This is the team member who serves as the source for all investment-related advice and products. He/she will make the necessary referrals to the areas of mortgage, commercial services and insurance.
Insurance Specialists: Primarily responsible for delivering life insurance or related advice to clients as well as uncovering other product opportunities that may be of benefits to you.
Trust Specialists: These are the experts who provide trust-related advice and seek other ways to help protect your assets for subsequent transfer to your heirs.
Financial Planner: This is the person who looks at your overall financial picture and who you’ll rely on for objective, sound financial advice.
Bank of North Carolina is a Division of Pinnacle Bank and is Member FDIC and an Equal Housing Lender. Only deposit products are FDIC insured. Loans are subject to credit approval. The information provided herein should not be considered tax or legal advice. Please consult with your attorney or tax advisor on your individual circumstances.
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