Chuck Runge

Chuck Runge, CFP®, CPWA®, CTFA
Trust Advisor

9600 Collins Ave

2nd Floor,

Bal Harbour, FL 33154-2202

Chuck.Runge@Truist.com

Phone 305-868-2642

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About me

Background

Chuck Runge is Senior Vice President and Region Trust Advisor for the Miami market, responsible for the introduction and implementation of the wealth management process, helping families develop intergenerational wealth transfer objectives, and developing plans to achieve these objectives. He has 25 years of experience working with ultra-high-net-worth clients, particularly in the fiduciary area, with a focus on the administration of complex estate plans and the implementation and management of sophisticated wealth transfer techniques and trusts.

Chuck is a Certified Financial Planner (CFP®), a Certified Private Wealth Advisor (CPWA®) and a Certified Trust & Financial Advisor (CTFA), having completed advanced programs at Northwestern University and the University of Chicago. Prior to joining SunTrust, Chuck was with Wells Fargo Private Bank, and with United States Trust Company of New York.

Education

Certified Private Wealth Advisor (CPWA®)
University of Chicago
MS Personal Financial Planning
Georgia State University
MBA Finance
Kennesaw State University
BBA Finance
Georgia State University

Personal Interests

Chuck is involved with Nicklaus Children’s Hospital Foundation.  He is also a board member with the Estate Planning Council of Greater Miami, and a member of the ATO committee for the Florida Bar RPTL group.

Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

  • 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

  • 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

Locations

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