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Michael Bucklin

Michael Bucklin
Vice President Wealth Advisor Truist Bank

1340 Broadcasting Rd

Reading, PA 19610-3220

Michael.Bucklin@Truist.com

Phone 610-371-2073

Fax 610-375-2571

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About me

Background

Michael is a Wealth Advisor with Truist Private Wealth. He has spent more than 13 years in financial services focusing on advising highly affluent families and businesses. Michael provides comprehensive financial guidance; integrating advice across areas such as banking, investment management, risk management, strategic credit and financial and estate planning. Often times, Michael works with a client's previously, established trusted advisory teams (Attorney’s, CPA’s, etc.). Michael focuses on creating a cohesive financial strategy for his affluent families. He aligns key resources within his Truist Wealth team to motivate his client’s to clearly identify and execute on their core goals, through consistent and meaningful 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

Bachelor of Science in Business Administration – Marketing
Kutztown University 2006 2010

Personal Interests

Michael enjoys cooking, traveling and relaxing with his wife Hannah and their daughters Mallory and Meredith.  He also enjoys golfing, hiking and traveling.  Michael is involved in the local community and sits on the board for the Oley Valley Education Foundation, the Heritage Resident Benefit Fund and Dayspring Homes.  

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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