Michael Freeman

Michael S. Freeman, CFA®, CFP®, ChFC®
Managing Director Financial Advisor Investment Services Group Truist Investment Services, Inc.

6869 Fairview Rd

Charlotte, NC 28210

michael.freeman@truist.com

Phone 704-954-1486

Fax 704-954-2030

Get directions

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About me

Background

Michael is a Financial Advisor with Truist Investment Services, Inc. He offers clients more than 27 years of financial services, retirement planning, and investment management experience and specializes in creating risk-appropriate, long-term portfolios for clients in the local community.  

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

Education

MS Finance
George Mason University 1993 1997

Personal Interests

When not in the office or spending time with his wife and five kids, Michael can be found coaching youth and high school wresting or with a fishing rod at the lake.

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 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

Locations

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