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)

    Transition Planning Certification

    Functional Expertise

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

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

    Client Results

    Membership

    Sponsorship Type

    Chapter Leadership Role

    Why I'm a Member of XPX

    Website

    Twitter

    LinkedIn

    https://www.linkedin.com/in/jimbenedictcpacfp/

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