Michelle Meeks

Michelle L. Meeks, CFP®, CRPC®
Financial Advisor Private Client Group Truist Investment Services, Inc.

1100 Townpark Ave

Lake Mary, FL 32746-4780

About me

Background

Michelle Meeks is a CERTIFIED FINANCIAL PLANNER™ professional and Chartered Retirement Planning Counselor™ (CRPC®) designee with more than 25 years of financial services experience. Specializing in working with professional women in transition and high net worth clients, she focuses on the development and implementation of investment strategies to help her clients address their immediate and long-term goals.

Utilizing her more than 20 years of experience in financial management and comprehensive wealth management, Michelle works with clients in a service-oriented, efficient manner. Her systematic approach includes assessing financial situations, determining risk tolerance, and creating and executing appropriate investment plans to obtain measurable results. She also conducts strategic portfolio reviews and rebalancing, as needed, and consults regarding risk management, retirement planning, estate planning, and other critical financial strategies. 

Michelle has been consistently recognized for her outstanding work throughout her career, including Truist’s Performance Excellence Award (2017-2019**). 

Michelle earned her Bachelor of Arts degree in economics (cum laude) from Rollins College in Winter Park, Florida. In addition to earning her CFP® and CRPC® designations, Michelle has completed the Series 7 and 66 and General Principal/Supervisory Exam Series 24. Michelle also holds a Florida Insurance License for life and health, including annuities and variable contracts.

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

Education

Economics
Rollins College 2005

Personal Interests

Michelle believes in giving back to her community. She enjoys teaching and sharing her knowledge about financial literacy at local organizations including chambers of commerce, women’s groups, and schools. She has also previously served as treasurer on various associations.
 
An Orlando native, Michelle has two children and is proud to be an active travel soccer and baseball mom. In her spare time, she likes to travel, read, run, and spend time with family and friends. 

Specialties

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

  • 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

  • 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

Accomplishments

Five Star Wealth Manager Award*
Five Star Professional 2017
Gold Performance Excellence Award**
SunTrust now Truist 2017
Five Star Wealth Manager Award*
Five Star Professional 2018
Gold Performance Excellence Award**
SunTrust now Truist 2018
Five Star Wealth Manager Award*
Five Star Professional 2019
Gold Performance Excellence Award**
SunTrust now Truist 2019
*To receive the Five Star Wealth Manager award, a wealth manager must satisfy 10 objective eligibility and evaluation criteria that are associated with wealth managers who provide quality services to their clients. Factors taken into account include assets under management and client retention rate. Candidates also undergo a thorough regulatory and complaint review. Truist Investment Services, Inc. has conducted no independent verification of this third-party’s award criteria, selection or nomination process.

**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.
To
Loading location info... Loading the directions...

Location data unavailable at this time. We apologize for the inconvenience.

Map

{0}

{1}

{2}

Office hours

{5}

Phone {3}
Fax {4}

{0} {1}
{0} {2} {3} {1} miles

Recommended Resources

    {0}
    {6}
    {7}
    {8}
    {9}
    {12}
    {10}
    {11}

    {3}

    {1}
    {8}
    {9}
    {10}
    {11}
    {14}
    {12}
    {13}
    {1}
    {2}
    {7}
    {8}
    {9}
    {10}
    {11}
    {14}
    {12}
    {13}