Placeholder image for advisor

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

7550 Wisconsin Ave

9th Floor,

Bethesda, MD 20814-3559

About me

Background

I’m a Financial Advisor with Truist Investment Services, Inc., offering clients more than 18 years of comprehensive wealth management experience, with a team approach that brings together specialists in investments, financial planning, credit, and estate strategies. I’ve earned my CERTIFIED FINANCIAL PLANNER™ (CFP®) professional and Chartered Retirement Planning Counselor™ (CRPC®) designations.

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

Education

MBA
Robert H. Smith School of Business at The University of Maryland 2002
BA
University of North Carolina, Chapel Hill 1997

Personal Interests

A native of Montgomery County, MD, I earned a bachelor’s, with distinction, from the University of North Carolina at Chapel Hill and an MBA from the Robert H. Smith School of Business at the University of Maryland. I reside in Bethesda with my wife, Katie, and our three children. Katie and I are avid supporters of many local non-profit organizations. In my spare time, I enjoy coaching youth sports and working with various alumni organizations.  

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

  • 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

To
Loading location info... Loading the directions...

Location data unavailable at this time. We apologize for the inconvenience.

Map

{0}

{1}

{2}

Office hours

{5}

Phone {3}
Fax {4}

{0} {1}
{0} {2} {3} {1} miles

Recommended Resources

    {0}
    {6}
    {7}
    {8}
    {9}
    {12}
    {10}
    {11}

    {3}

    {1}
    {8}
    {9}
    {10}
    {11}
    {14}
    {12}
    {13}
    {1}
    {2}
    {7}
    {8}
    {9}
    {10}
    {11}
    {14}
    {12}
    {13}