Michael Ponds

Michael Ponds, CFP®
Senior Managing Director Financial Advisor Private Client Group Truist Investment Services, Inc.
The Three Lakes Group of Truist Investment Services, Inc.

1211 W N Blvd

Leesburg, FL 34788

About me

Background

Michael Ponds began his career as a Financial Advisor with Morgan Stanley in 2000. He spent a brief period with Bank of America in 2006 before joining SunTrust, now Truist, in 2010.

Michael is one of the Managing Directors of the Three Lakes Group with Truist Investment Services, Inc., bringing clients more than 25 years of experience in financial services, retirement planning, and investment management. He is passionate about educating clients on financial management and helping them make informed decisions.

The Three Lakes Group is committed to putting clients first, delivering comprehensive solutions, and recommending strategies tailored to each client’s unique financial needs and goals.

Michael holds the CERTIFIED FINANCIAL PLANNER® (CFP®) designation and serves as an Investment Adviser Representative with Truist Advisory Services, Inc. Clients can review his professional background on FINRA’s BrokerCheck.

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 enjoys 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

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

  • 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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