Michael Ponds

Michael Ponds, CFP®
Financial Advisor Investment Services Group Truist Investment Services, Inc.

15375 US Highway 441

Eustis, FL 32726-8309

About me

Background

Michael is a Senior Vice President and Financial Advisor with Truist Investment Services, Inc., offering clients more than 20 years of financial services, retirement planning, and investment management experience. He has a passion for educating clients on financial management and planning. Michael and his team focus on putting their clients first every time to deliver comprehensive solutions. Michael hold the CERTIFIED FINANCIAL PLANNER™ (CFP®) professional designation which holds the team accountable as fiduciaries to recommend strategies with our clients’ financial needs and goals in mind. 

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

Education

BA - Finance
Valdosta State University 1994 1998
MBA - Finance
Keller University 2014 2018

Personal Interests

Michael enjoy traveling, spending time with family and friends, and playing golf.  

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

  • 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.

  • 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
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