Michael Ball

Michael D. Ball, CPWA®
Senior Managing Director Brokerage Division Director Private Client Group Truist Investment Services, Inc.
The Sturm-Ball Group of Truist Investment Services

9200 Church St

Suite 100,

Manassas, VA 20110-2575

Mike.Ball@Truist.com

Phone 703-471-3891

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About me

Background

For the past 40 years, Mike has worked with clients focusing on long-term, goal-oriented financial planning. He is passionate about helping his clients make the most important financial decisions of their lives to achieve their goals. Mike works with his clients to fully understand where their wealth stands today, helps them clarify their goals and creates a comprehensive financial plan as a roadmap for all important decisions. He then designs, implements and periodically monitors a customized wealth management strategy that helps his clients and their families achieve their personal financial goals without unnecessary investment risk. 

As a partner of the Sturm-Ball Group and supported by the resources of Truist Bank his team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.

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

Education

Bachelor of Science, Economics
Radford University 1978
Securities Industry Institute
University of Pennsylvania 2001
CPWA
Investment & Wealth Institute 2009

Personal Interests

Mike lives in Potomac Falls, Virginia with his wife Jenelle, son Charlie, and their dog Rocco. He enjoys fly fishing, tennis, cycling, reading, and watching Charlie play lacrosse.

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

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

  • 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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