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Writer's pictureTRC Financial

The PNC Financial Services Group And M Financial Group Announce New Strategic Relationship

Updated: Dec 9, 2019


2019 M Marketing Meeting attendees were the first to hear official confirmation and high-level details of the new strategic relationship between M and PNC Financial Services Group. After making the announcement, CEO Wes Thompson turned the stage over to PNC’s Head of Wealth Management, Don Heberle. M will begin offering differentiated insurance products and support to PNC’s Wealth Management® and Hawthorn, PNC Family Wealth® clients. PNC will begin referring qualified clients and prospects to M on October 7, 2019.

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