About This Meeting
An Exclusive Virtual Event for DEC Members Only
Join us via Zoom as we focus on everyone’s favorite topic…your investments. We will ask Jacob Taylor for three things to get excited about and three things to give you pause.
Featured Guest Speaker
SVP & Managing Director
PNC Private Bank S.E. Michigan
As a Senior Vice President and Managing Director of PNC Wealth Management® in the Southeast Michigan market, Jacob Taylor leads a team of wealth management professionals, striving to achieve the highest levels of client satisfaction. His top priority is for the team to exceed the client’s expectations. Through his leadership and commitment, Jacob ensures that clients benefit from the full complement of investment, trust, financial planning and private banking services to help them achieve financial goals.
Jacob was named managing director for Southeast Michigan in February 2016. Prior to joining PNC, Jacob founded Vera Financial Solutions, a Registered Investment Advisor (RIA) focusing on personal financial planning and employee financial education. Prior to this, Jacob spent 13 years in the Private Bank at JPMorgan where he managed a book of business in excess of $800 million.
Jacob graduated cum laude from Michigan State University with a BA in finance. He enjoys spending time with his wife and seven kids and helping families become financially secure.
To Access the Zoom Meeting URL Once You Register:
- Under your eTix account, visit the ‘Manage Tickets’ tab. Find the event name and click ‘Print Ticket’. You should see all the meeting details on the right-hand side.
- Special Instructions will be sent to the email on file with the Zoom Meeting URL the day before the event as well.
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3:00 p.m. Discussion
3:30 p.m. Adjourn