Michael D'Alessandro

Michael D'Alessandro
Vice President Financial Consultant Truist Investment Services, Inc.
The Three Lakes Group of Truist Investment Services, Inc.

1211 North Blvd W

Leesburg, FL 34748-3800

About me

Background

Michael D’Alessandro is a Brokerage Financial Consultant with previous experience as a Premier Banker. He has financial services experience and a passion for being the kind of person upon whom people can depend. He prides himself on doing what’s right and conducting business with integrity and honesty, while honing his craft and trying to support each member of his community. Working with a team of knowledgeable professionals, he helps clients take a comprehensive, holistic, and strategic approach to financial planning, while delivering customized solutions and providing active relationship and risk management. 

Michael is sincere and thoughtful in his work and finds special reward when helping give a client the financial confidence they need to get through a life-changing event. His daily goal is to put his clients first and build their trust through high-touch attention, in-depth conversation, and technology.

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

Personal Interests

When he is not helping clients, Michael enjoys going to the movies, traveling, and spending time with his family.

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

  • 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

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