Michael Cichon

Michael J. Cichon, CRPC®
Financial Advisor Private Client Group Truist Investment Services, Inc.

401 E Jackson St

19th Floor,

Tampa, FL 33602-5209

Michael.Cichon@Truist.com

Phone (813) 314-5702

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About me

Background

Michael Cichon joined BB&T Scott & Stringfellow, now Truist, in 2018. Prior to that he began working at Bank of America Investment Services in 2004, a predecessor firm of Merrill Lynch Wealth Management, where he contributed for 14 years. 

Michael is thankful for the experience of serving his clients for more than 20 years, navigating their needs through an abundance of complex markets. By simplifying the process, he’s able to establish a dialogue built on trust and understanding. This type of relationship allows him to design, implement and continuously refine investment strategies that align with his clients’ goals. Michael maintains a collaborative office environment by coordinating planning solutions with other trusted professionals, such as attorneys and accountants.

Michael brings a high-touch, boutique wealth management experience along with the banking strength of Truist. By leveraging the vast resources within Truist, Michael provides a comprehensive range of services including tax-efficient retirement planning, investment portfolio management, wealth transfer services, and life and long-term care insurance.

Michael holds his FINRA Series 7 and 66 securities registrations, the Chartered Retirement Planning Counselor SM (CRPC®) designation accredited by the College for Financial Planning and the Certified Plan Fiduciary Advisor® (CPFA®) accreditation from the National Association of Plan Advisors. 

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

Education

Bachelor's degree
Mercer University

Personal Interests

As a long-term resident of Tampa, Michael is involved in a variety of community organizations, including the Academy of Senior Professionals at Eckerd College and Tampa General Hospital foundation, and he’s served on the board of the Gasparilla International Film Festival since 2010. 

In his free time, Michael is an active USTA member, playing tennis out of Davis Island. He is also a lifelong competitive sailor where they race a Beneteau 41 Va Bene out of Davis Island Yacht Club. Originally, from the Midwest, Michael and his wife, Andrea, reside in Tampa with their two English Labradors, Paisley and Fallon.

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

  • Philanthropic strategies, charitable structure evaluation, private foundations and grant management, donor advised funds

  • Top-notch service delivery and support for the private banking and/or wealth needs of business owners.

  • 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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