Francesca Gilchrist

Francesca L. Gilchrist, CFP®
Senior Managing Director Financial Advisor Private Client Group Truist Investment Services, Inc.
The Three Lakes Group of Truist Investment Services, Inc.

400 S Park Ave

Ste 200,

Winter Park, FL 32789

Francesca.Gilchrist@Truist.com

Phone 407-562-0470

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About me

Background

Francesca Gilchrist began her career in 2004 with SunTrust (now Truist) and has remained with the firm ever since. With more than 26 years of experience in the financial services industry, she specializes in retirement planning and investment management. Francesca is passionate about helping clients build financial well-being through education and thoughtful planning.

She serves as a Managing Director of The Three Lakes Group of Truist Investment Services, Inc., where the team is dedicated to putting clients first, delivering comprehensive financial solutions, and developing strategies tailored to each client’s unique goals and circumstances.

Outside of her professional role, Francesca values time with family and friends and enjoys being part of her community. This perspective carries over to her work, where she prioritizes meaningful relationships and attentive service.

Francesca holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation and is an Investment Advisor Representative with Truist Advisory Services, Inc. Clients can review her professional background on FINRA’s BrokerCheck.

 Investment Adviser Representative, Truist Advisory Services, Inc.
Check the background of this investment professional on FINRA's BrokerCheck

Education

Bachelor of Science
University of Central Florida 1995 1999

Personal Interests

Francesca enjoys traveling and spending time with her husband, daughter, and friends.

Specialties

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

  • 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

  • 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

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

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