Michael Bucklin

Michael Bucklin
Wealth Advisor Truist Bank

1340 Broadcasting Rd

Reading, PA 19610-3220

About me

Background

I am a Wealth Advisor with Truist Bank, with more than 10 years in financial services focused on advising highly affluent families and businesses. I provide comprehensive financial guidance integrating advice across areas such as banking, investment management, risk management, strategic credit, and financial and estate planning. Often times working with a client's previously established Trusted Advisory teams (Attorney’s, CPA’s, etc.), I focus on creating a cohesive financial strategy for affluent families. I align key resources within my team to clearly identify and help execute on a client's core goals, through consistent and meaningful relationship based conversations.

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

BSBA Marketing
Kutztown University 2006 2010

Personal Interests

I enjoy cooking, traveling, and relaxing with my wife, Hannah, and our daughters, Mallory and Meredith. I also enjoy golfing, hiking, and playing in a men’s baseball league over the summer to stay active. My wife and I also enjoy cooking meals for the Opportunity House on a regular occurrence, to give back to the community we serve.  

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

  • 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

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

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