Mike Wood

Mike Wood
Vice President Wealth Advisor Truist Bank

948 Laskin Rd

Suite 201,

Virginia Beach, VA 23451-3905

Michael.Wood@Truist.com

Phone 757-823-7912

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About me

Background

Mike is a Vice President and Wealth Advisor with over 25 years of experience. In addition to advising individuals and families regarding their financial goals; Mike has years of experience as Business Banking Officer and as a closely held Business Owner. Mike helps his clients take a comprehensive, strategic approach to financial planning even in the early stages of asset accumulation. Utilizing an in-depth financial needs assessment and in partnership with Truist specialists in banking, strategic credit, risk management, Investments and Trust & Estate Planning. Mike develops recommendations tailored to his client's needs, priorities and preferences.  

Mike currently maintains the Series 7 and 66 securities registrations, insurance licenses and is a member of the nationwide Mortgage Licensing System (NMLS #811878). 

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
East Carolina University 1990 1994

Personal Interests

Mike Wood and his family live in Virginia Beach, VA. He gives back to the community by serving with the Virginia Beach Ruritan Club and volunteering his time with EquiKids, a therapeutic riding program for children. His prior community board involvement includes Horizon's Hampton Roads and the Eastern North Carolina Chapter of the American Cancer Society, where he served as chairman of the Relay for Life event for several years.

Specialties

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

  • 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.

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

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

Locations

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    • May Lose Value

    Services provided by the following affiliates of Truist Financial Corporation (Truist): Banking products and services, including loans and deposit accounts, are provided by Truist Bank, Member FDIC. Trust and investment management services are provided by Truist Bank, and Truist Delaware Trust Company. Securities, brokerage accounts and /or insurance (including annuities) are offered by Truist Investment Services, Inc., and/or P.J. Robb Variable, LLC., which are SEC registered broker-dealers, members  FINRA, SIPC, and a licensed insurance agency where applicable. Investment advisory services are offered by Truist Advisory Services, Inc., GFO Advisory Services, LLC, Sterling Capital Management, LLC, and Precept Advisory Group, LLC, each SEC registered investment advisers. Sterling Capital Funds are advised by Sterling Capital Management, LLC. Insurance products and services are offered through McGriff Insurance Services, LLC. Life insurance products are offered through Truist Life Insurance Services, a division of Crump Life Insurance Services, LLC., AR license #100103477. Both McGriff and Crump are wholly owned subsidiaries of Truist Insurance Holdings, Inc.

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