Michele Weiss

Michele M. Weiss
Wealth Advisor Truist Bank

645 W Hamilton St

Suite 1000,

Allentown, PA 18101-2108

About me

Background

I’m a Wealth Advisor with Truist Bank, offering 40 years of experience in financial planning, retirement planning, investment management, and secured and unsecured credit. I provide an in-depth analysis for my highly valued clients and make recommendations based on their objectives and goals.

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

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

  • Trust formation and planning strategies, corporate trustee and executor services, trust administration and management, successor and irrevocable life insurance trustee, Delaware and dynasty trusts

To
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