Michael A. Pond
,
CTFA
Senior Vice President
Senior Trust Advisor
Truist Bank
303 Peachtree Street
15th Floor,
Atlanta, GA 30308
About me
Background
Mike is a Senior Trust Advisor with over 20 years of experience advising individuals and families with complex financial and estate planning, providing tailored solutions that address the unique needs of his clients Throughout his career, he has been dedicated to empowering his clients with the knowledge and tools they need to address their financial goals. His comprehensive approach helps ensure that every aspect of his clients’ financial lives is carefully managed and aligned with their long-term objectives.Education
Personal Interests
Specialties
Wills; trust, estate, gift, wealth transfer, and generation-skipping tax planning; estate administration and settlement; and more
Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions
Trust formation and planning strategies, corporate trustee and executor services, trust administration and management, successor and irrevocable life insurance trustee, Delaware and dynasty trusts
Philanthropic strategies, charitable structure evaluation, private foundations and grant management, donor advised funds
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