Rasheed Muhammad

Rasheed L. Muhammad
SEG Wealth Advisor Truist Bank

9777 Wilshire Blvd

Suite 700,

Beverly Hills, CA 90212-1824

About me

Background

Rasheed is a Managing Director and Senior Wealth Advisor for Truist Wealth Sports and Entertainment Specialty Group based in Los Angeles, CA, offering clients more than 25 years of comprehensive wealth experience. Using an integrated relationship management approach, the team brings together specialists in investments, financial planning, credit, and estate strategies to deliver comprehensive and highly customized business and personal financial solutions to successful entertainment-industry leaders nationwide, including musicians, athletes, celebrities, and their businesses.

Rasheed's passion for the entertainment began when he was a child, often singing and performing for audiences. He had the opportunity to perform at Showtime at the Apollo, and his musical interests would continue to grow and flourish throughout his collegiate years. Upon graduation, Rasheed stumbled across a unique opportunity to marry a singing hobby with a career in finance, thus giving birth to his career as an entertainment banker. As a once-struggling artist, he constantly taps into his experience and thorough understanding of sensitive matters around the entertainment industry to help his clients.

Rasheed is insurance licensed in the state of California, License #0145047

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

Bachelor of Science
University of South Carolina 1990 1995

Personal Interests

As the father of a child who was diagnosed with Type 1 diabetes at the age of seven, Rasheed is a supporter of Juvenile Diabetes research. He is also an avid golfer—but hesitates to share his rather large handicap.

Rasheed is passionate about helping children and promoting education. He serves as a board member for Miracles for Kids, in Tustin CA, which helps families fighting for the lives of their critically ill children. He also serves on the Dean’s Leadership Council at the University of SC College of Hospitality, Retail, and Sports Management.

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.

  • 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

  • Exclusive educational events, whitepapers, articles, podcasts, legacy planning, next-generation education

  • Specialized wealth, investment, insurance, banking, and borrowing solutions for individuals and firms in the entertainment industry

  • Specialized wealth, investment, insurance, banking, and borrowing solutions for individuals and firms in the sports industry

To
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About Our Process

My name is Rasheed Muhammad, and I'm the managing director and senior wealth advisor for Truist Wealth in Beverly Hills, California. With a specialty in sports and entertainment, I have the privilege of working with sports, film, and music professionals, creators, and executives nationwide. As a child, I was very involved in the family business and began keeping financial records for my father at a young age. He entrusted me to prepare these financial reports accurately every month. And while we talked about finances a lot, he often reminded me that time is the most precious thing we have. How we use that time is critical to a healthy lifestyle, work-family life balance, and overall productivity. It's something when lost, one can never regain. Time can be the moment you get started, or time can be the start of the moment you realize you may be able to create more of it. This is what I do every day at Truist. As a specialty wealth advisor with keen industry knowledge, I address the intricate financial concerns that wealth brings while analyzing the concerns and trends affecting your industry so you can navigate your career more comfortably and feel financial confidence. This creates more time-- time for a new hobby, time with loved ones, time doing what you enjoy most. I've spent over 25 years helping clients find more time to live their best life and enhance their financial lifestyle. I look forward to getting to know you and working closely together.

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