PFP SIG Meeting: Strategic Planning using Private Banking
Special Interest Group Event
Presentation: Strategic Planning using Private Banking
Banking is an important part of any financial relationship. The use of a private bank to effectively enhance or utilize a client’s balance sheet can be an integral part of a strategic financial plan. It can be as simple as yield on a checking account and/or added customer service. Or it can be as complicated as loans against existing assets to open up opportunities, defer tax liabilities, or more efficiently plan for future generations.
What is Private Banking and how can it enhance your clients’ lives?
What metrics do lenders use when evaluating Private Banking loans?
How can credit be integrated with planning?
Time: 8:30 - 9:30 (1 CPE offered to NCVSPA members; $15 for guests)
Location: Virtual Zoom meeting; details sent after registration
Presenter:Ilyssa Clay, CFP®, Vice President and Senior Private Banker, Wilmington Trust
Ilyssa is responsible for meeting the complex financial needs of clients throughout the Greater Washington, DC region. She provides strategic advice, highly personalized service, and advisory lending and banking solutions. As a senior private banker, she makes the following M&T Bank services available: bridge financing, residential and investment real estate financing, and specialized asset backed facilities secured by investments, art, yachts, and aircraft. Prior to joining Wilmington Trust in 2017, Ilyssa worked with high-net-worth families as a senior banking advisor for over a decade. She also served as a business banking relationship manager, handling the banking needs of small businesses. Ilyssa holds a bachelor’s degree in marketing and international business and a minor in dance and international studies from The Pennsylvania State University. In 2017, she earned the Certified Financial PlannerTM (CFP) designation from the Certified Financial Planner Board.