Michael Stelogeannis

Michael J. Stelogeannis, CRPC®
Wealth Advisor Truist Bank

101 Lagrande Blvd

Lady Lake, FL 32159-1311

About me

Background

With nearly 15 years of experience, Michael Stelogeannis is Vice President and Wealth Advisor for Truist Bank in the North Central Florida Market. His focus is on building meaningful relationships with business owners, corporate executives, retirees and high net worth families through comprehensive financial planning.

As a Wealth Advisor, Michael is committed to meeting the needs of clients by building and continually strengthening long-term relationships, and by offering comprehensive wealth management capabilities to meet their sophisticated and often complex situations. 

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

Education

Bachelor of Arts
University of Florida 2006

Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

  • A full range of premium banking options, including credit cards, personal and business lending, mortgages, home equity lines of credit, luxury and estate lending, and more

  • 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.

  • Wills; trust, estate, gift, wealth transfer, and generation-skipping tax planning; estate administration and settlement; and more

  • Trust formation and planning strategies, corporate trustee and executor services, trust administration and management, successor and irrevocable life insurance trustee, Delaware and dynasty trusts

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

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

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