Michael Bish

Michael P. Bish, CFP®, CRPC®
Vice President Financial Advisor Private Client Group Truist Investment Services, Inc.

214 N Tryon St

Floor 32,

Charlotte, NC 28202-0026

About me

Background

Michael Bish is a CERTIFIED FINANCIAL PLANNER™ professional and Chartered Retirement Planning Counselor™ (CRPC®). He is a partner in The Bish Mann Group and has spent over 20 years serving as an essential, lifelong resource to the clients who have entrusted him with helping them accumulate, preserve, and distribute their wealth. Michael relocated to Charlotte in January 2008 from the Washington, D.C., area to serve as a client manager with the premier banking and investments unit at Bank of America. He then joined Merrill Lynch’s Private Client Group in 2009 and BB&T Scott & Stringfellow, now Truist, in 2017.  

Investment Adviser Representative, Truist Advisory Services, Inc.
Check the background of this investment professional on FINRA's BrokerCheck

Education

Bachelor's degree in Finance
Slippery Rock University 1996 2000

Personal Interests

Michael is a 2000 graduate of Slippery Rock University with a bachelor’s in finance. He and his wife, Jen, are residents of Huntersville, NC, along with their two children.

Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

  • 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.

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

  • 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

  • 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.

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

To
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