Michael Stelogeannis

Michael J. Stelogeannis, AWMA®, CRPC®, CEPA
Senior Vice President Wealth Advisor Truist Bank

101 La Grande Blvd

Lady Lake, FL 32159-1311

Michael.Stelogeannis@truist.com

Phone 352-561-3038

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About me

Background

Michael Stelogeannis takes pride in offering guidance to address sophisticated and often intricate financial situations. His goal is to empower his clients with the knowledge and strategies necessary to navigate the complexities of wealth management, culminating in increased well-being as they navigate a path to their financial dreams.

Michael's commitment goes beyond financial transactions; it’s about nurturing enduring relationships. He firmly believes comprehensive wealth management should extend beyond numbers and charts; it should reflect a deep understanding of each client's unique goals and aspirations. His approach is rooted in the belief that financial advice should be a personal and collaborative journey.

Michael looks forward to the opportunity to work with you, leveraging his experience and dedication to help you address your financial objectives.

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
Accredited Wealth Management Advisor, AWMA®
College for Financial Planning 2022
Certified Exit Planning Advisor, CEPA
Exit Planning Institute (EPI) 2025
Chartered Retirment Planning Counselor, CRPC®
College for Financial Planning 2017

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 needs of business-owners

  • 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

  • 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

Accomplishments

Purpose to Performance Award Winner*
Truist 2024
*The Truist Performance Award is awarded to advisors to formally recognize the exceptional contributions of teammates who consistently go above and beyond to deliver on our Purpose, our Brand, our Performance Promise, and revenue.

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