The Three Lakes Group of Truist Investment Services, Inc.

15375 US Highway 441

Eustis, FL 32726-8309

threelakesgroup@truist.com

352-308-3447

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Who we are

The Three Lakes Group of Truist Investment Services, Inc. is a team of experienced financial professionals dedicated to helping clients pursue their long-term financial goals. Our primary focus is on developing and managing customized investment strategies tailored to each client's unique needs and risk tolerance. Our disciplined process begins with a thorough assessment of a client’s current financial situation, followed by the creation of a personalized investment plan.

With over 100 years of combined experience, our team members possess the expertise to deliver trusted guidance and support. We believe our client's diverse financial needs are best served by a collaborative approach, combining the strengths of our multidisciplinary team. Our dedicated Client Service Associates provide ongoing support to ensure seamless communication and attention to detail.

Through regular communication and periodic review of measurable results, we are committed to helping our clients throughout their financial journey.

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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

Michael Ponds, CFP®

Financial Advisor

Managing Director

Francesca Gilchrist, CFP®

Assistant Vice President

Jhoanny Cardenas

Financial Consultant

Vice President

Rick De Oliveira

Client Service Associate

Anne Twohig

Client Service Associate

Jamie Smith

Registered Client Service Associate

Tia Porr

Client Service Associate

The Three Lakes Group of Truist Investment Services, Inc. is a team of experienced financial professionals dedicated to helping clients achieve their long-term financial goals. Our primary focus is on developing and managing customized investment strategies tailored to each client's unique needs and risk tolerance. Our disciplined process begins with a thorough assessment of a client’s current financial situation, followed by the creation of a personalized investment plan.

Through regular communication and periodic review of measurable results, we are committed to helping our clients throughout their financial journey.