David Stork Email & Phone Number

Central Pennsylvania

Lancaster, Pennsylvania, United States

Partner with our regional lending officers, provide professional consulting and advisory services and solutions to business owner clients through the development and delivery of valuation reporting, industry analysis, multiple expansion and strategic growth objectives culminating in an intentionally structured exit strategy coupled with advanced planning.

Lancaster, PA

Led relationship activities with new and existing high net worth clients. Coordinate team members and other PNC partners to deliver an exceptional client experience. Manage book of business totaling over 100 relationships with over $300 million in assets under management. In 2018, led Lancaster team in largest amount of new assets, four largest insurance.

Worked with high net worth clients to assess their goals and objectives. Led team to achieve 100% plus of financial planning revenue goal for 2003, 2004, 2005, 2007, 2008, 2009, 2010, 2011, 2012 and 2013. Nominated to National Planning Advisory Committee by Senior Management in 2014. Achieved planning advisement goals in 2014 and 2015. Nominated to.

Wyomissing, PA

Prepared comprehensive financial and estate plans for clients with net worths up to $50 million. Reviewed complex estate planning documents and made recommendations to clients and their attorneys. Maintained approximately 50 large net worth client relationships. Counseled other Account Officers on estate administration, estate planning and tax matters..

Quarryville, PA

As trusts and estates attorney in Quarryville law firm, drafted simple and complex wills and trusts instruments for clients. Handled all aspects of estate administration including probate proceedings, preparation of estate tax returns and court accountings.

Lancaster, PA

As trusts and estates attorney in Martindale-Hubbell A-rated firm was responsible for drafting simple and complex wills and trust instruments. Counseled clients on tax and estate planning measures. Handled all aspects of estate administration including preparation of estate tax returns, final lifetime income tax returns, and fiduciary income tax returns.

J.D., Law

1989, Marketing

Education record

Education record