Bobby Schuckmann

Bobby Schuckmann, CFP®
Wealth Advisor Truist Bank

Office

3300 Northside Pkwy NW,

Atlanta, GA 30327-2247

About me

Background

I’m a Wealth Advisor and CERTIFIED FINANCIAL PLANNER™ (CFP) professional with Truist Wealth's Sports and Entertainment Specialty Group, offering clients more than 15 years of experience of working with an exclusive group of families. I’m focused on simplifying and consolidating my 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.

I work with a team of experts 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. 

Prior to joining Truist, I spent over eight years as a wealth management advisor with the Private Wealth Entertainment and Professional Sports Group at U.S. Bank, while also managing their fiduciary operations, which included trustee administration and oversight of the NCAA Exceptional Student-Athlete Disability Insurance financing program. 

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
Executive Certificate in Financial Planning
Xavier University
Wealth Management Theory & Practice
Yale School of Management

Personal Interests

I earned a B.B.A., with a specialty minor in sports management, from the University of Cincinnati and my MBA in finance from Miami University. A native of Cincinnati, I reside in East Cobb, GA, with my wife and two children.

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 and/or wealth needs of business owners.

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

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

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