Ernie Hartlieb

Ernie Hartlieb
Wealth Advisor Truist Bank

12751 New Brittany Blvd

2nd Floor,

Fort Myers, FL 33907-3609

About me

Background

Ernie Hartlieb has 12 years of experience providing thoughtful and customized investment management and advisory services to high-net-worth multi-generational families and businesses. Ernie focuses on listening and understanding his clients’ needs and goals while putting a high priority on providing exemplary service in a timely manner. 

Prior to joining Wealth Management, Ernie spent 10 years playing professional hockey with the  St. Louis Blues and the Detroit Red Wings organization ending with a six-year tenure with the Florida Everblades as Captain and his iconic #9 retired in the rafters. His unique background is exemplified through Ernie’s advocacy for his clients and keen team approach by utilizing the variety of partners and resources the Truist umbrella offers to wrap a thought-out and tailored team around each of his clients. 

Ernie is passionate about increasing his client’s overall enjoyment and fulfillment in life. As an entrepreneur and father himself, he views and treats each client the way he would want to be served when dealing with the financial future of his family and business.

Registered Representative, Truist Investment Services, Inc., Investment Adviser Representative, Truist Advisory Services, Inc.

Check the background of this investment professional on FINRA's BrokerCheck

Education

Bachelor of Science, Marketing
Miami University 2001

Personal Interests

Ernie enjoys spending time with his family and close friends. His passion for hockey continues to shine through in his life and legacy as he proudly coaches his sons’ hockey team and participates in a Men’s Hockey League. Ernie is energized by being an active member of his community as he volunteers with Barbara’s Friends Scholarships and Night to Shine.

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.

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

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

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