Bobby Schuckmann

Bobby Schuckmann, CFP®, CPWA®
Managing Director SEG Senior Wealth Advisor Truist Bank

Office

3300 Northside Pkwy ,

Atlanta, GA 30327-2247

Bobby.Schuckmann@Truist.com

Phone 678-244-2852

Get directions

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About me

Background

Bobby Schuckmann is a Managing Director and Senior Wealth Advisor with Truist Wealth’s Sports and Entertainment Specialty Group, offering clients more than 20 years of experience working with an exclusive group of families in the NBA and NFL. He also holds his CERTIFIED FINANCIAL PLANNER™ designation.

Bobby is focused on simplifying and consolidating his clients’ financial lives by providing holistic wealth management and family office advice and implementation in the areas of financial planning, investment management, private banking, financial administration, and business management. He works with a team of specialists whose sole focus is to bring comprehensive and highly customized business and personal financial solutions to successful musicians, athletes, coaches, team executives, celebrities, their businesses, and industry leaders nationwide. 

Investment Adviser Representative, Truist Advisory Services, Inc.
Check the background of this investment professional on FINRA's BrokerCheck

Education

Bachelor of Business Administration
University of Cincinnati
Master of Business Administration, Finance
Miami University

Personal Interests

Bobby enjoys rooting for his hometown Cincinnati Bengals, Reds and Bearcats. He and his wife spend their time supporting their high school daughter's ballet and middle school son's swimming, music and theatre passions. 

Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

  • A full range of premium banking options, including credit cards, personal and business lending, mortgages, home equity lines of credit, luxury and estate lending, and more

  • Innovative, customized risk management strategies and solutions in partnership with McGriff and Truist Life Insurance Services, designed to protect every facet of your assets and income.

  • Wills; trust, estate, gift, wealth transfer, and generation-skipping tax planning; estate administration and settlement; and more

  • Philanthropic strategies, charitable structure evaluation, private foundations and grant management, donor advised funds

  • Exclusive educational events, whitepapers, articles, podcasts, legacy planning, next-generation education

  • Top-notch service delivery and support for the private banking needs of business-owners

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

  • Trust formation and planning strategies, corporate trustee and executor services, trust administration and management, successor and irrevocable life insurance trustee, Delaware and dynasty trusts

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

  • Specialized wealth, investment, insurance, banking, and borrowing solutions for individuals and firms in the entertainment industry

  • Specialized wealth, investment, insurance, banking, and borrowing solutions for individuals and firms in the sports industry

Locations

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