Michael Bucklin

Michael Bucklin
Vice President Wealth Advisor Truist Bank

1340 Broadcasting Rd

Wyomissing, PA 19610-3220

About me

Background

Michael has spent over 15 years advising high net worth families and business owners. He has consistently found business owners and key executives require a unique approach to wealth management given their concentration of wealth in private assets, such as business interest or restricted stock. Over time, it was realized this unique circumstance demands a distinctive skill set, perspective, and experience that can be delivered by a sophisticated advisory team with resources beyond traditional investment management. Michael's deep experience utilizing this approach allows him to advise business owners and their families on how to help address building, protecting and distributing wealth before, during and after their planned or unplanned transition. In addition, strong internal and external partnerships have provided him the opportunity to support and execute on the extensive needs of his clients. 

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. Michael enjoys golfing, hiking with his dog Mookie and coaching his daughter’s softball team in the spring.  Michael and Hannah also enjoy cooking meals for the Opportunity House on a regular occurrence. Michael currently sits on the board of the Oley Valley Education Foundation, Dayspring Homes, and the Heritage Resident Benefit Fund as a trustee. Each organization serves a unique and important group of people within the local community. For the local Wealth team, he is the team lead for the Lighthouse Project, which funds and completes projects for local non-profit organizations within the Berks and Lancaster county area.

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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