Michael Brin

Michael R. Brin, CFP®
Wealth Advisor Truist Bank

515 E Las Olas Blvd

Fort Lauderdale, FL 33301-2351

About me

Background

I am a Wealth Advisor with Truist Bank in South Florida and a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional. I offer more than 18 years of financial services experience, attending to the needs of affluent clientele. Over the course of my career, which includes roles as a trust administrator and financial planner, I have worked with high-net-worth individuals and retirees on complex matters in estate planning, asset protection, and investment planning.

I also devote a substantial portion of my practice to working with business owners, diagnosing and solving potential issues with their planning – from their business’ growth years to its ultimate sale, and using investment planning to assist with replacement of income thereafter.

Since 2009, I have covered the South Florida market, inclusive of the tri-county area and the Florida Keys, as well as maintained relationships with clients who reside outside of the State of Florida.

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 Science in Family Resource Management – CFP® Track
The Ohio State University 2001 2004
Master of Business Administration
University of Florida 2008 2010

Personal Interests

I earned my undergraduate degree from The Ohio State University and my MBA from the University of Florida’s Hough Graduate School of Business. I am active in a number of organizations, including serving on the board of directors of Debbie’s Dream Foundation and Curing Stomach Cancer (DDF), based out of Plantation, FL. 

Originally from the Pinecrest area of Miami-Dade County, I now live in Broward County, FL, with my wife and three sons, whose lacrosse teams I coach. While I enjoy many sports, I am most fond of skiing, golfing, and fishing with my family, friends and clients. 

Specialties

  • 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.

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

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