Mike Frost

Mike Frost, CFP®
Wealth Strategist

8200 Greensboro Dr

10th Floor,

Mc Lean, VA 22102-3803

michael.frost@truist.com

Phone (703) 269-1656

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About me

Background

Mike Frost is an Wealth Strategist with Truist Wealth. Prior to joining Truist, he spent five years with Wells Fargo’s Private Bank as a Senior Wealth Planning Strategist helping clients define their goals and objectives and select the strategies to address their financial goals. Prior to working in financial planning, Mike spent nearly 20 years in public accounting helping high net worth and ultra-high net worth clients with their individual, trust, gift, and estate compliance and consulting matters.

Education

B.S. Business Administration-Accounting
Georgetown University

Personal Interests

Mike lives in Ashburn, VA with his wife, daughter, and Pembroke Welsh Corgi.  He is an avid college football, college basketball, and baseball fan, yet spends too much time maintaining his yard.

Specialties

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

  • Wills; trust, estate, gift, wealth transfer, and generation-skipping tax planning; estate administration and settlement; and more

  • Philanthropic strategies, charitable structure evaluation, private foundations and grant management, donor advised funds

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

Locations

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