Louisville, KY Lime Kiln Lane Office

Team
Updated today
PNC Wealth Management logo

PNC Wealth Management

Enterprise

Firm-wide stats for PNC Wealth Management

Total advisors

1,169

Across 773 offices

Clients per advisor

138 Very High

Avg AUM per client

$182,752 Very Low

HNW client ratio

2% Very Low

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

Passive / index investing Active portfolio management Wealth management

Based on PNC Wealth Management

Occupation focus

Executive

Based on PNC Wealth Management

Location

2500 Lime Kiln Lane

Louisville KY 40222

Advisors at this office

3

Advisors at this office

user avatar

Dwayne C

Series 63, Series 66

Louisville, KY

PNC Wealth Management

Dwayne Craft is a financial advisor with PNC Wealth Management in Louisville, KY, holding Series 63 and Series 66 licenses and bringing 35 years of industry experience. He has been with PNC Investments since 2014. Outside of his advisory role, he is involved in a family-run automotive business specializing in buying, selling, and detailing cars. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account for employees that uses algorithm-driven risk assessments and approved model strategies managed by PNC or third-party strategists.

Passive / index investing Active portfolio management Wealth management Executive
user avatar

Jessica T

Series 63, Series 65

Louisville, KY

PNC Wealth Management

Jessica Travelstead is a financial advisor with PNC Wealth Management in Louisville, KY, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. She previously worked at Fifth Third Securities and Fifth Third Bank, with a combined tenure of 18 years before joining PNC. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account pilot that uses algorithmic risk assessment and managed portfolios implemented via mutual funds and ETFs.

Passive / index investing Active portfolio management Wealth management Executive
user avatar

Yisel S

Series 63, Series 65

Louisville, KY

PNC Wealth Management

Yisel Sanchez Pena is a financial advisor at PNC Wealth Management in Louisville, KY, holding Series 63 and Series 65 licenses with five years of industry experience. Prior to joining PNC, she worked at Fidelity Investments and Fifth Third Securities, as well as Fifth Third Bank. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account for employees that uses algorithm-driven risk assessment and implements investments via approved model strategies managed by PNC or third-party strategists.

Passive / index investing Active portfolio management Wealth management Executive
View complete list of advisors at this office
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