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Ronald Benedict of PNC Wealth Management is a member of XPX Charlotte

Ronald J Benedict

Senior Vice President, Senior Wealth Strategist

PNC Wealth Management

Charlotte, North Carolina

Professional Profile

Call Me When

Call Me When... A client needs help determining how to transition their business, how an exit will impact their ability to maintain their lifestyle, manage their estate tax liability, utilize charitable strategies.

Contact Method

jim.benedict@pnc.com

Profession

  • Accountant
  • Wealth Planner

    • Professional Certifications

    CPA (North Carolina), CFP(r), CEPA(r)

    Functional Expertise

  • Cash flow enhancements
  • Charitable giving
  • Estate planning
  • Family business
  • Finance
  • Financial Modelling
  • Retirement
  • Tax
  • Exit/Transition Planning

    • Business Focus

    Transition Planning Certification

    Client Industries

  • Business Services
  • Computer/Electronics
  • Financial Services
  • Health/Pharma/Biotech
  • Manufacturing
  • Real Estate/Construction
  • Software/Internet
  • Transportation/Storage

    • Client Results

    Membership

    Charlotte

    Member Since

    Member for 1 Year

    Sponsorship Type

    Chapter Leadership Role

    Launch Committee, Membership Vice-Chair

    Why I'm a Member of XPX

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