Michelle Hetager

Michelle B. Hetager, CEPA
Vice President Wealth Advisor Truist Bank

33 Bull St

Flr 3,

Savannah, GA 31401-3316

About me

Background

Michelle Hetager is a Wealth Advisor with over 28 years of experience in wealth management at Truist. She provides comprehensive, client-focused financial guidance, with specialization encompassing investment management, retirement planning, trust and estate strategies, risk management, and wealth transfer planning. Michelle is committed to a holistic approach, partnering closely with individuals and families to develop tailored strategies that align with their long-term financial objectives, personal values, and legacy goals.

Throughout her tenure, Michelle has strived to build a reputation for cultivating enduring client relationships grounded in trust, discretion, and a deep understanding of complex financial needs.

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

General Business
Macon State College 1998

Personal Interests

In addition to her professional endeavors, Michelle is deeply committed to community engagement and serves as a volunteer in multiple projects throughout the community. She actively mentors students and is passionate about supporting the development of future leaders. She also volunteers alongside her certified therapy dog, Gunny, visiting hospitals, schools, and libraries to provide comfort and promote emotional well-being within the community.

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 needs of business-owners

Locations

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