Michelle Hetager

Michelle B. Hetager
Wealth Advisor Truist Bank

33 Bull St

Savannah, GA 31401-3316

About me

Background

Michelle is a Wealth Advisor with Truist Bank offering clients more than 24 years of financial services including retirement planning, trust and estate planning, risk management, investment planning, banking and strategic credit for affluent families and business owners. Michelle focuses on guiding families with significant wealth to work together to develop strategies for sustaining wealth over time. In addition, Michelle works with her Truist Wealth team of specialists to develop strategic, long-term planning solutions to help drive growth, manage wealth, and provide an orderly transition of management and ownership for business owners.

Michelle has a vast understanding of the complexities of managing money for wealthy individuals and understands that each family’s dynamics, goals and concerns are different. Understanding what’s important to the individual and family dictates the customized recommendations and solutions to achieve both short and long-term goals. Michelle assists in growing, preserving and ultimately transferring wealth by working in collaboration with internal and external professionals to bring solutions to address her client’s financial 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

Education

General Business
Macon State College 1998

Personal Interests

Michell is an active part of The Student Leadership Program, mentoring local high school students and teaching leadership through a collaboration with Gulfstream Aerospace and Savannah Chatham County Public Schools. She is a member of Coastal Therapy Dogs, training, certifying, and incorporating therapy dogs into the lives of others through visiting patients in the hospitals, nursing homes, students in local schools and colleges, and various public appearances.

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 and/or wealth needs of business owners.

Accomplishments

Quarterly Sterling Performer
BB&T now Truist 2017
Quarterly Sterling Performer
BB&T now Truist 2018
The Truist Sterling Award is awarded to advisors to formally recognize the exceptional contributions of teammates who consistently go above and beyond to deliver on our Purpose, our Brand and our Performance.
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