Michael Stelogeannis

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

101 Lagrande Blvd

Lady Lake, FL 32159-1311

Michael.Stelogeannis@truist.com

Phone 352-561-3038

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About me

Background

As a Vice President and Wealth Advisor for Truist Bank in the North Central Florida region, 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, ensuring they can confidently pursue 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

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

Locations

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