Michael Grimes

Michael R. Grimes
Managing Director Financial Advisor Investment Services Group Truist Investment Services, Inc.
The Miller-Grimes Group of Truist Investment Services, Inc.

VILLAGES OF SUMTER

2365 Parr Dr,

The Villages, FL 32162-5383

About me

Background

Michael is a Financial Advisor and Chartered Retirement Planning Counselor™ (CRPC®) with Truist Investment Services, Inc., offering clients over 30 years of banking and investment experience. 

Michael focuses on advising clients on developing and implementing investment strategies to help them meet their immediate and future goals. He follows a disciplined process of assessing a client's financial situation, forming and executing an appropriate investment plan, and performing ongoing portfolio maintenance to obtain measurable results. He also consults on risk management, retirement planning, and other critical financial strategies. 

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

Education

University of West Florida

Personal Interests

Michael is active in the local community enjoys spending time with family and friends, watching Gator football, traveling, 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

  • 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

Platinum Performance Excellence Award Winner
Truist 2018
The Truist Platinum Performance Excellence 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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    The Truist Gold Performance Excellence 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.