Member Profile - Thomas Bengtson, CFP®, CEPA

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• Thomas Bengtson, CFP®, CEPA 

• Relationship Strategist, PNC Private Bank

• LinkedIn Profile

• ACG Member Since: 2022

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Tell us about your role/firm.

I partner with business owners, entrepreneurs, and high net-worth families to simplify their financial lives and help them build lasting wealth. I focus on understanding what matters most to each client and aligning their strategy accordingly, from investments and tax planning to legacy and lifestyle goals. I lead with values, act with integrity, and make sure every decision supports the long term success of their family, business, and well being.

What are you currently focused on?

I'm focused on expanding my network and building relationships with business owners who don't have the time or capacity to manage their personal and business finances. I'm also working to help my colleagues grow their book of business and connect them with likeminded individuals who value strong relationships.

What is your favorite ACG Orlando event, and why? 

I love our Private Equity Wine Tasting event. It's a great way to connect with a lot of ACG members in one night, and I enjoy getting to try new wines while having meaningful conversations.

What’s your favorite book and why?

The 7 Habits of Highly Effective People by Stephen Covey. It completely changed how I think about my life and work. I've written a personal mission statement, and one of the core values in mine is "listen to understand." You learn so much about someone if you're present, pay attention, and genuinely care. One quote that always stuck with me is from Viktor Frankl: "Between stimulus and response, man has the power to choose."