The Three Lakes Group of Truist Investment Services, Inc.
15375 US Highway 441
Eustis, FL 32726-8309
Who we are
The Three Lakes 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. Two of the team’s financial advisors, Michael Ponds and Francesca Gilchrist, hold their CERTIFIED FINANCIAL PLANNER™ professional designations, which makes them accountable as fiduciaries to recommend strategies with their clients’ financial needs and goals in mind.
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Specialties
Financial planning
Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions
Investment management
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
Investment planning
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
Client Service Associate
Anne Twohig
Client Service Associate
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.
