Franklin Lefler

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

11253 N 56th St

Tampa, FL 33617

Franklin.Lefler@Truist.com

Phone 813-318-3445

Fax 813-224-2093

Get directions

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About me

Background

Franklin Lefler is a Financial Advisor with Truist Investment Services, Inc., bringing over 33 years of experience in the financial services industry, including more than 25 years with Truist. Franklin and his team focus on helping clients enhance the enjoyment, fulfillment, and purpose in their lives by delivering disciplined investment management, thoughtful risk management, and comprehensive financial planning.

Franklin's approach centers on understanding each client's unique goals and priorities, allowing him to develop tailored strategies designed to meet their specific needs. His extensive experience, combined with a highly personalized approach, enables him to guide clients through complex financial situations with clarity.

He is a CERTIFIED FINANCIAL PLANNER(tm) (CFP(r)) professional, further demonstrating his commitment to providing high-quality, client-focused advice.

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 Florida

Personal Interests

Outside of work, Franklin enjoys spending time with his family and close friends and has a strong passion for fishing.

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

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