Bobby Schuckmann

Bobby Schuckmann , CFP®, CPWA®
Managing Director Sports & Entertainment Group Senior Weal 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 & Entertainment Group and collaborates with Truist's Center for Family Legacy. He advises professional athletes, entrepreneurs, executives, entertainers, wealth creators, and multi-generational families on the opportunities and complexities that accompany significant wealth.

With more than 20 years of experience, Bobby helps clients integrate wealth planning, family office services, specialized lending, and philanthropy through a coordinated approach designed to simplify complexity and support informed decision-making.

A significant portion of his practice focuses on first-generation wealth creators navigating liquidity events, business success, and the transition from wealth creation to long-term wealth stewardship.

As a 5th-generation member of a multi-generational family office, Bobby brings firsthand experience in family governance, family philanthropy, investing, family enterprise, and next-generation education. He serves as a value-added consultant and strategic sounding board, helping families build lasting family capital across generations.

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 earned a Bachelor of Business Administration from the University of Cincinnati and an MBA in Finance from Miami University. He holds the CERTIFIED FINANCIAL PLANNER™ certification and the Certified Private Wealth Advisor® (CPWA®) designation. A native of Cincinnati, he lives in East Cobb, Georgia, with his wife and two teenage children.
He is a supporter of the arts, financial literacy, and educational initiatives, including Terminus Modern Ballet Theatre. Bobby also serves on the Grants Committee of the Kettering Family Foundation and is actively involved in family philanthropy, family enterprise, and next-generation education initiatives.

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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