Sentence examples for senior wealth from inspiring English sources

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Exact(12)

Heather Flanagan, senior wealth planner at PNC Delaware Trust Company, said litigators in the state had told her that that was evidence the trusts were working.

Their main concern is that it will it rob their children of motivation, said Catherine McDermott, senior wealth planning strategist for Wells Fargo Private Bank.

BALANCING WITH ALTERNATIVES George Padula, a senior wealth manager at Back Bay Financial Group in Boston, predicted that market volatility would not abate anytime soon.

"Everyone is trying to capitalize on this two-year window because there is this 'use it or lose it' mentality and a need to plan wisely," said Coventry Edwards-Pitt, senior wealth adviser at Ballentine Partners.

Jennifer Immel, senior wealth planner at PNC Wealth, said the wealthy could put provisions in their estate plans to use a credit shelter trust if the laws had changed again by the time the first spouse died.

Joanne E. Johnson, managing director and senior wealth adviser at J. P. Morgan Private Bank, said this was a great investment for couples in their 70s who want to maximize the yield on investments in a tax-efficient way.

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Similar(43)

The senior managers' wealth, careers and status were completely wrapped up in their firms' pre-eminence.

We see it in all the numbers: investments, boards, senior leadership, wealth creation and wages.

One focus of his activism has been to demand the disclosure of senior officials' personal wealth.

"You go where the money is," said Robert Ellis, a senior analyst in wealth management at Celent Communications, a consultant.

The usual justification for the size of CEO compensation of course is that CEOs and senior executives create wealth for shareholders through their decisions and actions.

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