Michael Manuel

Michael J. Manuel, CRPC®
Wealth Advisor Truist Bank

125 Worth Ave

Suite 210,

Palm Beach, FL 33480-4406

About me

Background

Michael Manuel is a Vice President and Wealth Advisor with Truist Bank, offering clients more than 16 years of financial services, retirement planning, and investment management experience. He works with high net worth clients on developing and implementing financial strategies to help them gain the financial confidence to help them achieve their short term and long term goals. He follows a disciplined process of assessing a client's financial situation, forming and executing an appropriate financial plan.

Michael has earned his Chartered Retirement Planning Counselor™ (CRPC®) designation.

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 Arts in Business Management and Marketing
Florida Atlantic University 2000 2004

Personal Interests

Michael enjoys life with his wife Madeleine, daughter Caroline, and dog Cloe. In his spare time, he loves to travel and spend as much time with his close friends and family.

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.

To
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