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

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

Paula Allen
Paula Allen
Registered Client Service Associate
Lisa Hayes
Lisa Hayes
Registered Client Service Associate
Chelsea Lipman Sauerland, CRPC®
Chelsea Lipman Sauerland, CRPC®
Client Service Associate
Logan Harclerode
Logan Harclerode
Registered Client Service Associate
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.
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