J.D., LLM, CFP®
Senior Vice President
Senior Relationship Strategist
As a senior vice president and a senior relationship strategist, Jeff
coordinates a team to assist you and your family in pursuing the peace
of mind that comes from knowing that the important aspects of your
financial life are thoughtfully orchestrated. Through a dynamic discovery
process, Jeff is able to help build and maintain a thorough
understanding of your needs and priorities. Helping you and your family
with the successful achievement of your goals and aspirations is our
primary focus. Jeff has the knowledge, experience and desire to help
bring about successful outcomes as your trusted advisor.
Jeff is a Sr. Relationship Strategist with 17+ years experience working
in wealth management and law practice. He has extensive experience
advising individuals, families and businesses across a variety of
industries regarding their personal and professional banking, tax and
wealth planning. Prior to joining PNC, Jeff was the National Director of
Wealth Planning and Regional Wealth Planning Manager for Comerica
Bank. He also worked with Wells Fargo Private Bank’s Wealth Planning
team covering the Southwest Region, and Bank of America Private
Bank’s trust team covering the San Francisco Bay Area. Before
transitioning to wealth management, Jeff practiced law for 6 years with
Fox Rothschild, LLP’s Trusts and Estates group in their Las Vegas
Jeff graduated with a Juris Doctor from Loyola University, New Orleans
and with a Master of Laws in taxation from Golden Gate University
School of Law. Jeff holds the Certified Financial PlannerTM designation.
Jeff has published articles and numerous thought leadership pieces
across various platforms including the Fordham Journal of Corporate
and Financial Law, Practical Tax Strategies, foxnews.com and the
Journal of Practical Estate Planning.
Jeff is also a member of the Board of Directors for the American Red
Cross-Central and Northern Arizona Chapter, and the Board of
Directors for Serve the Future, a 501(c)(3) providing youth services for
underserved young people using tennis as the foundation.
Erica Fetherston is the Public Relations and Operations Manager for 10 to 1 Public Relations based in Scottsdale, Arizona. She has over a decade of experience in communications, public relations, social media management, digital marketing, political campaigns, and public affairs. She spent seven years leading the communications strategy at Local First Arizona, one of the state’s most well-respected organizations as well as the nation’s largest local business coalition. Erica has a proven record of public relations and social media related successes as well as a knack for storytelling that guarantees attention and engagement.
Erica graduated summa cum laude from Arizona State University with degrees in Philosophy and Political Science. While in college, she was bitten by the political bug and led a student organization focused on motivating young people to become involved in politics. She also ran a political campaign and completed several prestigious internships in Washington, D.C., and at the Arizona Legislature. Ultimately, her training in and passion for writing, critical thinking, and persuasion led Erica to a career in public relations and communications.
Erica has been involved with the Public Relations Society of America Phoenix Chapter and has served as the organization’s President in 2022.