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Michael Rutler

Michael Rutler
Senior Vice President Medical Wealth Advisor Truist Bank

8200 Greensboro Dr

10th Floor,

McLean, VA 22102-3803

Michael.Rutler@Truist.com

Phone 703-442-1526

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About me

Background

Michael Rutler is a Medical Wealth Advisor with Truist Bank, offering clients more than 15 years of comprehensive wealth management experience, with a team approach that brings together specialists in investments, financial planning, credit, and estate strategies. 

As a part of the medical specialty group, he works with a team of specialists whose sole focus is to bring comprehensive and highly customized business and personal financial solutions to successful physicians and practices in his market. Together, they develop holistic financial plans that help address clients’ short- and long-term goals.

Michael holds himself accountable for recommending strategies with his clients’ needs and goals in mind. These strategies are supported not only by the deep experience of his team of specialists, but by his highly attentive service and coordination of resources. He takes the time to talk to a client, learn about them, and understand the critical aspects of their financial life so he can assess the interaction and far-reaching impact of their multiple objectives.

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

Education

Bachelor of Science in Computer Science
Muhlenberg College 2004
Master's of Business Administration
The George Washington University 2014

Personal Interests

A native of Wyckoff, New Jersey, Michael is a graduate of Muhlenberg College and earned an MBA from the George Washington University. 

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.

  • 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.

  • Specialized wealth, investment, insurance, banking, and borrowing solutions for physicians

  • Specialized wealth, investment, insurance, banking, and borrowing solutions for medical practices

Locations

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