Kevin Ta is SVP Senior Wealth Strategist of PNC Private Bank in Greater Washington, where he advises high-net-worth and ultra HNW individuals, families, entrepreneurs and business owners on matters pertaining to tax-efficient investing; trusts and estates; business succession; asset protection; retirement planning; charitable giving; private banking and custom lending; and insurance and long term care planning.
Prior to joining PNC in 2011, Kevin served as Market Trust Director for U.S. Trust for Greater Washington – including offices in DC, Virginia and Maryland -- where he was responsible for leading seasoned teams of advisors who deliver a robust suite of wealth management, trust and investment advisory, and family office services. Previous to that, he served as Senior Vice President for Wells Fargo Private Bank and its predecessor, Wachovia Trust. Interestingly, Kevin started his career over twenty years ago with PNC’s predecessor, Riggs National Bank, as a trust and investment officer.
Kevin -- a graduate of George Mason University and of the financial planning program at Georgetown University – is a CERTIFIED FINANCIAL PLANNER™, Certified Trust and Financial Advisor, and Accredited Estate Planner. He has been quoted in U.S. News and World Report, USA Today, TwoCents's financial series, among other publications. Kevin is active in the community, volunteering at Junior Achievement, Grow Up Great, among other school sponsored engagements. He is also a 2019 graduate of the Leadership Fairfax signature program, and promotes equitable access to parks and recreational centers. In creating a hallmark of financial sustainability, Ta is leading the effort to institute the Park Foundation’s long-term investment program funded with gifts designated to endow Fairfax County parks in the future.
In his leisure, he enjoys exploring new places, new cultures, and new foods with his wife and child; tapas in Barcelona and the hawker stalls in Singapore are more recent fond memories. While Kevin is an avid basketball player, he prefers to coach and watch his son play competitively in his leagues.