The Central Florida Group of Truist Investment Services, Inc. The Central Florida Group of Truist Investment Services, Inc.

The Central Florida Group of Truist Investment Services, Inc.

400 Park Avenue S.

Suite 200,

Winter Park, FL 32789

TheCentralFloridaGroup@Truist.com

Phone 407-621-6217

Get directions

See all locations

Who we are

A tradition of trust and tailored wealth management
Welcome to The Central Florida Group, where our unwavering commitment to delivering exceptional wealth management services is matched only by our dedication to our clients' unique financial journeys. Our team is driven by a mission to forge lasting relationships built on trust, transparency, and personalized service.

Why choose us?
  • Work with an award-winning team: Recognized for our excellence in wealth management, our team is honored to have received the 2024 Forbes Best In State Wealth Management Teams* award
  • A multidisciplinary team of professionals: Our distinguished professionals unite diverse skills and deep knowledge across financial disciplines, ensuring comprehensive support for all your wealth management needs.
  • Collaboration with trusted advisors: We seamlessly work with your existing advisors, CPAs, attorneys, and trust officers to forge a cohesive and integrated financial strategy.
  • Exclusive, personalized attention: Catering to a limited clientele allows us to offer the dedicated focus and tailored advice you deserve.
  • Credentials and experience: Our advisors have 100+ years of combined experience and hold designations such as Chartered Financial Analyst®(CFA®), CERTIFIED FINANCIAL PLANNER™, Chartered Retirement Planning CounselorSM(CRPC®), Chartered Market Technician®(CMT), and Certified Investment Management Analyst®(CIMA®).

Let us partner with you to navigate the complexities of wealth management while we work towards your financial well-being. At The Central Florida Group, your vision for the future is our guiding principle. 

Feel free to click the BIOs to learn more about our group.

*Each team of advisors is chosen by SHOOK Research based on an algorithm of qualitative and quantitative criteria, including: In-person interviews, industry experience, compliance records, revenue produced & assets under management. The award was presented for the years shown above and is based on the aforementioned criteria through the calendar year preceding the award date.
Check the background of this investment professional on FINRA's BrokerCheck

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

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

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

  • Top-notch service delivery and support for the private banking and/or wealth 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

Our Philosophy: Customized Wealth Solutions for You
Understanding that no two individuals are alike, we believe in crafting wealth management solutions that are as unique as the clients we serve. Centered around comprehending your specific needs, goals, and aspirations, our approach helps ensure that whether you're navigating the complexities of financial planning, seeking innovative investment strategies, or aiming to secure your family's future through estate and succession planning, our professionals are here to help guide you every step of the way.

We invite you to experience the difference of working with a team that prioritizes your interests at every turn. Together, we will help create a financial legacy that mirrors your values, addresses your needs, and helps realize your dreams.

Our Comprehensive Suite of Services Includes:
  • Customized Financial Planning: Tailored strategies reflecting your individual objectives.
  • Estate, Tax**, and Business Succession Planning: Sophisticated solutions for multigenerational families and business owners, helping to ensure your legacy's endurance.
  • Risk Management: Proactive approaches to help safeguard your wealth against unforeseen challenges.
  • Investment Management: Dynamic, flexible strategies designed to address your financial goals, from growth to preservation.

**Truist and its representatives do not provide tax or legal advice. You should consult your individual tax or legal professional before taking any action that may have tax or legal consequences.
    {0}

    {0}

    {2}
    {6}
    {7}
    {8}
    {9}
    {12}
    {10}
    {11}

    {3}

    {1}
    {2}
    {6}
    {8}
    {9}
    {10}
    {11}
    {14}
    {12}
    {13}
    {1}
    {2}
    {7}
    {8}
    {9}
    {10}
    {11}
    {14}
    {12}
    {13}

    Locations

    Loading location info...
    Return to list view

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

    Map

    {0}

    {1}

    {2}

    Office hours

    {5}

    Phone {3}
     Fax {4}

    {0} {1}
    Component ID : "accordionGridLayout-180858428"
    Model : "disclaimer"
    Position : "left"

    Disclosures

    Truist Bank, Member FDIC. © 2024 Truist Financial Corporation. Truist, the Truist logo and Truist Purple are service marks of Truist Financial Corporation.

    Equal Housing Lender

    Investment and Insurance Products:

    • Are Not FDIC or any other Government Agency Insured
    • Are Not Bank Guaranteed
    • 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.

    Mortgage products and services are offered through Truist Bank. All Truist mortgage professionals are registered on the Nationwide Mortgage Licensing System & Registry (NMLS), which promotes uniformity and transparency throughout the residential real estate industry. Search the NMLS Registry.

    Comments regarding tax implications are informational only. Truist and its representatives do not provide tax or legal advice. You should consult your individual tax or legal professional before taking any action that may have tax or legal consequences.

    "Truist Advisors" may be officers and/or associated persons of the following affiliates of Truist, Truist Investment Services, Inc., and/or Truist Advisory Services, Inc. Truist Wealth, International Wealth, Center for Family Legacy, Business Owner Specialty Group, Sports and Entertainment Group, and Legal and Medical Specialty Groups are trade names used by Truist Bank, Truist Investment Services, Inc., and Truist Advisory Services, Inc.

    Truist Securities is a trademark of Truist Financial Corporation. Truist Securities is a trade name for the corporate and investment banking services of Truist Financial Corporation and its subsidiaries. All rights reserved. Securities and strategic advisory services are provided by Truist Securities, Inc., member FINRA and SIPC. Lending, financial risk management, and treasury management and payment services are offered by Truist Bank. Deposit products are offered by Truist Bank.

    Applications, agreements, disclosures, and other servicing communications provided by Truist Bank and its subsidiary businesses will be provided in English. As a result, it will be necessary for customers to speak, read and understand English or to have an appropriate translator assisting them. Truist offers the following resources for consumers that have Limited English Proficiency:

    • Multilingual teammates available at our Multicultural Banking Centers
    • Materials for some products and services are available in Spanish, Korean, Vietnamese, Mandarin, and other languages spoken in the communities we serve.
    • Phone assistance in Spanish at 844-4TRUIST (844-487-8478), option 9. For assistance in other languages please speak to a representative directly.

    New York City residents:

    Translation or other language access services may be available. When calling our office regarding collection activity, if you speak a language other than English and need verbal translation services, be sure to inform the representative. A description and translation of commonly-used debt collection terms is available in multiple languages at http://www.nyc.gov/dca.

    • Limited English Proficiency Support
    • New York City residents

    Borrowers with Limited English Proficiency (LEP) needing information can use the following resources:

    Site footer

    Footer Navigation

    Banking products
    About Truist
    Resources
    Support

    © 2024, Truist. All Rights Reserved.