Wick Ruehling

Partner, Co-chief Fiduciary Officer, Trust & Estate Advisor @Equitable Trust

Nashville, TN, US
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Oct 2013 — Present

Partner, Co-chief Fiduciary Officer, Trust & Estate Advisor @Equitable Trust

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Equitable Trust stands as a recognized leader in trust and investment services. Families and institutions entrust more than $6 billion in assets to its professionals for investment management, estate planning, and trust administration. Specifically, we focus on three main areas of financial and fiduciary services:Asset Management- Asset Allocation- Portfolio Management- Third Party Manager Evaluation and Selection- Individual Stock Selection- Institutional Consulting: 401(k), Endowment, Foundation Trust Services- Trust Administration- Directed Trusts- Estate Settlement- Real Estate AdministrationPlanning- Estate- Retirement- Education Funding- Charitable Giving- Family Office Services

EDUCATION

2005 — 2008

University of Kentucky J. David Rosenberg College of Law

J.D.

1999 — 2003

Washington and Lee University

Bachelor of Arts (B.A.)

SKILLS

Wealth ManagementRetirementStrategic Financial PlanningAsset AllocationTrust ServicesFinancial AnalysisAsset ManagementInvestmentsPortfolio ManagementFinanceTrustsSecuritiesEstate PlanningInvestment ManagementWealth Management ServicesFinancial Planning

ABOUT WICK RUEHLING

Partner, Co-Chief Fiduciary Officer, Trust & Estate Advisor

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