The Ponds & Gilchrist Group of Truist Investment Services, Inc. The Ponds & Gilchrist Group of Truist Investment Services, Inc.

The Ponds & Gilchrist Group of Truist Investment Services, Inc.

15375 US Highway 441

Eustis, FL 32726-8309

Who we are

The Ponds & Gilchrist Group is an investment team at Truist Investment Services, Inc., that offers more than 20 years of financial services, banking, and investment management experience, with a focus on always putting clients first and delivering comprehensive solutions. The team’s financial advisors hold their CERTIFIED FINANCIAL PLANNER™ (CFP®) professional designations, which make them accountable as fiduciaries to recommend strategies with their clients’ financial needs and goals in mind.
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

  • 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

  • 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

Rick De Oliveira
Rick De Oliveira
Client Service Associate
Natalia Maray
Natalia Maray
Administrative Assistant
The team defines financial planning as a collaborative process that helps maximize a client's potential for meeting life’s goals through financial advice that integrates relevant elements of their personal and financial circumstances. They will evaluate a client’s current financial status by creating net worth statements and conducting a cash flow analysis, and then set, execute, and monitor a plan that meets the client’s short-, intermediate-, and long-term financial goals. Regular communication and follow ups are critical to their financial planning process, as they continue to provide plan updates and make adjustments throughout the relationship. 

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