Allison Espy
AVP, Wealth Strategist at Pnc
Based in Charlotte, United States
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Seniority
Vp
Department
Finance & Accounting
Location
Charlotte
Industry
Financial Services
Company size
64K
Contact information
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a•••••••@pnc.com
Phone
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Background
About Allison Espy
I am a Senior Fiduciary Analyst at PNC Private Bank, specializing in trust administration and estate planning. I work closely with advisors and families to ensure the proper preservation and transfer of wealth across multiple generations. My role allows me to navigate the complexities of estate planning while providing thoughtful solutions that align with clients’ long-term goals. Beyond financial strategy, I have a passion for relationship management, sales enablement, and event planning—helping teams communicate their value effectively and create meaningful client experiences. As a member of the executive board for an early career women’s group, I also enjoy fostering professional development and creating opportunities for young professionals to thrive.
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