Chuck Runge

Chuck Runge, CFP®, CPWA®, CTFA
Senior Vice President Senior Trust Advisor Truist Bank

9600 Collins Ave

2nd Floor,

Bal Harbour, FL 33154-2202

About me

Background

In his role of Senior Region Trust Advisor for the Miami area, Chuck is responsible for helping families develop intergenerational wealth transfer objectives and plans to achieve them; and being their fiduciary partner throughout implementation providing guidance as their needs change. He has 25 years of experience working with clients with multigenerational wealth with a focus on the administration of complex estates, and the implementation and management of sophisticated wealth transfer techniques and trusts.

Chuck is a CERTIFIED FINANCIAL PLANNERTM professional, a Certified Private Wealth Advisor (CPWA®) and a Certified Trust & Financial Advisor (CTFA), having completed advanced programs at Northwestern University and the University of Chicago. Chuck is also a former board member with the Estate Planning Council of Greater Miami and a member of the Attorney/Trust Officer committee for the Florida Bar Real Property, Probate and Trust Law group.

Prior to joining Truist, Chuck was with Wells Fargo Private Bank, and with United States Trust Company of New York. 

Chuck earned his Bachelor of Business Administration in Finance and his Master of Science in Personal Financial Planning from Georgia State University. He earned his Master of Business Administration in Finance from Kennesaw State University.

Education

Certified Private Wealth Advisor (CPWA®)
University of Chicago
MS Personal Financial Planning
Georgia State University
MBA Finance
Kennesaw State University
BBA Finance
Georgia State University

Personal Interests

Chuck is a volunteer for the Nicklaus Children’s Hospital Foundation. 

Specialties

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

  • 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

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

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

  • 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

Locations

Loading location info...

Location data unavailable at this time. We apologize for the inconvenience.

Map

{0}

{1}

{2}

Office hours

{5}

Phone {3}
Fax {4}

{0} {1}

Recommended Resources

    {0}
    {6}
    {7}
    {8}
    {9}
    {12}
    {10}
    {11}

    {3}

    {1}
    {2}
    {7}
    {8}
    {9}
    {10}
    {11}
    {14}
    {12}
    {13}