As a senior vice president and a senior wealth strategist in PNC Wealth Management's Cleveland market, Brian Hassett leads the deep and dynamic discovery process to achieve a mutual understanding of a client's family, business (if applicable), and financial goals. He works with clients and their advisors to help develop a strategic financial plan utilizing an ongoing process that enables clients and their team to understand what’s truly important to them in achieving peace of mind. Hassett identifies and prioritizes client objectives and with their team develops tailored solutions to help achieve them. He has the knowledge, experience, and desire to help bring about successful outcomes as a trusted adviser. Prior to joining PNC, Hassett served as a financial planning manager with CIGNA Individual Financial Services, as a trusts and estates attorney with Smith & Condeni LLP, and as a wealth management consultant with UBS Americas. He earned his Juris Doctorate, cum laude, from Cleveland-Marshall College of Law, where he was awarded the 1992 Society National Bank Estate Planning Competition Scholarship; he obtained his bachelor's degree from Cornell University, School of Hotel Administration. Hassett is admitted to the practice of law in Ohio. He also earned the Certified Private Wealth Advisor sm (CPWA®) designation from the Investments & Wealth Institute, and the Certified Exit Planning Advisor (CEPA®) designation from the Exit Planning Institute. He is a member of the Cleveland Metropolitan and Ohio State Bar Associations’ Estate Planning, Probate & Trust Law Sections. Residing with his wife, Rita, in Avon Lake, Ohio, Hassett enjoys golf and is an active certified open-water scuba diver.
Have you spoken to your clients about how pandemic-imposed working-from-home arrangements may affect their tax liabilities?
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