Michael Leasure

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

5272 River Rd

Suite 750,

Bethesda, MD 20816-1405

Michael.Leasure@Truist.com

Phone 240-781-0012

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About me

Background

Michael Leasure is a Financial Advisor with Truist Investment Services, Inc., offering clients more than 20 years of comprehensive wealth management experience, with a team approach that brings together specialists in investments, financial planning, credit, and estate strategies. Michael has earned the CERTIFIED FINANCIAL PLANNER® designation as well as the Chartered Retirement Planning Counselor® designation.

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

Education

MBA
The University of Maryland 2002
BA
University of North Carolina, Chapel Hill 1997

Personal Interests

A native of Montgomery County, Maryland, Michael earned a bachelor's degree, 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. He resides in Bethesda with his wife, Katie, and their three children. They are avid supporters of many local nonprofit organizations. In his spare time, he enjoys 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

Locations

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