Franklin Lefler

Franklin Lefler, Jr. CFP®
Financial Advisor Investment Services Group Truist Investment Services, Inc.

201 W Reynolds St

Plant City, FL 33563-3213

Franklin.Lefler@Truist.com

Phone 813-318-3445

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About me

Background

Franklin Lefler is a Financial Advisor with Truist Investment Services, Inc., with over 29 years of financial services experience in providing comprehensive financial solutions that cover all aspects of financial planning. His disciplined approach to addressing his clients’ financial needs, assisting them with setting and prioritizing goals, and implementing an appropriate strategy, helps clients achieve their goals.

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

Education

Bachelor of Science
University of South Florida

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

  • Wills; trust, estate, gift, wealth transfer, and generation-skipping tax planning; estate administration and settlement; 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

Locations

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