Cahaba Heights, AL Office
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PNC Wealth Management
Enterprise
Firm-wide stats for PNC Wealth Management
About
PNC Wealth Management provides retail brokerage and advisory services through several model‑based programs. The brochure describes the Portfolio Solutions Strategist Digital Offering, an online, discretionary model account currently offered as an invitation‑only employee pilot that requires existing PNC Bank online‑banking credentials.
The program implements investments via approved model strategies managed by PNC or third‑party strategists and executed by an investment delegate using mutual funds and ETFs, with annual rebalancing and no ability for clients to trade individual securities or use margin. Enrollment and model selection rely on an algorithmic digital questionnaire that recommends a risk band; the offering assesses fees as a percentage of assets and does not provide standalone financial planning services in this product.
Distinctive features noted in the brochure include the employee‑only pilot structure and the firm’s disclosure of affiliated cash‑sweep and revenue‑sharing arrangements (including use of PNC Bank’s deposit sweep and selection of “approved” mutual fund share classes), which can influence fund selection and cash management. The firm also delegates portfolio implementation and proxy voting to third parties (Envestnet and Glass‑Lewis), and flags algorithm risk and limited direct client contact with strategists, factors that may affect execution and oversight relative to some peers.
Based on PNC Wealth Management
Expertise
Based on PNC Wealth Management
Location
3960 Crosshaven Drive
Cahaba Heights AL 35243
Advisors at this office
2
Advisors at this office
Dustin W
Series 66
Cahaba Heights, AL
PNC Wealth Management
Dustin Ward is a financial advisor with PNC Wealth Management, holding a Series 66 designation and 13 years of industry experience. Prior to joining PNC Investments LLC in 2024, he worked eight years combined at Bank of America and Merrill. He serves as a committee member for the charitable organization Delta Waterfowl, supporting fundraising and event activities. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an online discretionary model account available by invitation to employees. The firm employs approved model strategies with automated portfolio management and focuses on mutual funds and ETFs.
Callie E
Series 63, Series 66
Cahaba Heights, AL
PNC Wealth Management
Callie Elrod is a financial advisor at PNC Wealth Management with 28 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at PNC Investments since 2021. Her prior experience includes roles at BBVA Wealth Solutions, Bbva Securities, BBVA Compass Insurance Agency, and Compass Bank. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio strategist that uses algorithmic risk assessments and executes strategies via mutual funds and ETFs. The firm’s offering is currently limited to employees with PNC Bank online credentials and involves third-party delegates for portfolio implementation and proxy voting.
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