The Miller-Grimes Group of Truist Investment Services, Inc. The Miller-Grimes Group of Truist Investment Services, Inc.

The Miller-Grimes Group of Truist Investment Services, Inc.

581 E Highway 50

Clermont, FL 34711-3161

Who we are

The Miller-Grimes Group of Truist Investment Services, Inc. is a team of financial professionals with Florida offices located in Lake, Sumter, and Marion counties.  Our primary focus is advising clients on the development and management of investment strategies to help clients, over time, work towards their financial goals. The Miller-Grimes Group of Truist Investment Services, Inc. was founded over 20 years ago by David Miller and Michael Grimes. Our teams combined experience of over 50 years allows us to deliver exceptional service that clients deserve. Each member of the team provides value to the team with their unique knowledge and experience within the financial services industry. Knowing that productive relationships require a range of roles, skills, and knowledge, we’ve assembled a distinguished team of professionals committed to our clients’ financial success. Each team member focuses on different aspects of the overall management process, allowing us to find suitable areas of opportunity, adjust investment strategies, and make changes, as needed.
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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

  • 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

Karl Kuchma
Karl Kuchma
Financial Consultant
Terry Schueler
Terry Schueler
Financial Consultant
Kelly Davison
Kelly Davison
Registered Client Service Associate
Pamela Hyde
Pamela Hyde
Registered Client Service Associate
PARNTERSHIP
Our relationship with clients is a true partnership. We begin with an introductory meeting to discuss your goals, priorities, and concerns. We will introduce our team, our services, and our process regarding wealth management. 

PLANNING
We design a customized wealth management plan that concentrates on your specific needs, time horizon, and risk tolerance. We work to guide you and your family with a confident and holistic plan to address lifetime and financial goals.

COMMUNICATION
We deliver ongoing economic and market updates through email, phone, and face to face interactions. We provide access to your account information through monthly mailings, online access, and mobile applications. Finally, we believe periodic communication and review of measurable results is essential to helping you address your financial goals.
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