IN GOOD
COMPANY Suzanne Holmes and Michelle Nicastro
“
We are fiduciaries, which means we are legally obligated to seek the appropriate solutions that are in our clients’ best interests, because we are governed by strict fiduciary standards.
”
tion (a sought-after professional designation in the financial services industry), but all of our team members have equally prestigious designations pertinent to their roles, which give them the expertise and education to meet the most complex of
Strength In Numbers
financial needs.”
PNC Wealth Management Creates Personal Road Maps To Success
each one of their clients as a team, their
Since Holmes and Nicastro work with approach to identifying estate planning and wealth-structuring issues, while taking into consideration their unique needs, is
PNC WEALTH MANAGEMENT IS RANKED AS
Relationship Managers Suzanne Holmes,
the 9th-largest ultra-affluent provider by the
CFP® (Certified Financial Planner) and
Family Wealth Alliance and the 8th-largest
Michelle D. Nicastro, CRSP (Certified Re-
“We are fiduciaries, which means we are
bank-held wealth manager by Barron’s.
tirement Services Professional) vice presi-
legally obligated to seek the appropriate
dents/senior relationship managers, pro-
solutions that are in our clients’ best inter-
With size comes strength; however, PNC
vide the kind of personal attention, ma-
ests, because we are governed by strict
Wealth Management prioritizes person-
turity, experience and training that you
fiduciary standards,” explains Nicastro.
alized attention to understand you, your
deserve and that PNC is known for.
She says she sees most financial firms not
family, your goals and the events that are driving your investment strategies.
meeting these standards, however. “My success is only measured by my clients’ satisfaction,” says Holmes. “I look at
4
PNC WEALTH MANAGEMENT is located at 6943 S.W. 18th Street in Boca Raton and 231 Royal Palm Way in Palm Beach. For more information, call Suzanne Holmes at 561-267-0394 or Michelle Nicastro at 760-271-2924, or visit PNC.COM/WEALTH/MANAGEMENT.
T H E B O C A R AT O N O B S E R V E R
“Too many times, we are brought in after
a client in the context of their family and I
clients have established their planning
consider myself a trusted family adviser.”
and investment structure, only to have to find creative solutions to bring it back into
Holmes believes that ongoing communi-
balance with their overall objectives,” Ni-
cation—and education—are paramount
castro says.
to her clients’ success. Suzanne Holmes and Michelle Nicastro look “Not only do I have the CFP designa-
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what makes them different.
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forward to the opportunity of serving you.