The Three Lakes Group of Truist Investment Services, Inc.
15375 US Highway 441
Eustis, FL 32726-8309
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.
Check the background of this investment professional on
FINRA's BrokerCheck
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
Lynn Freshwater, CRPC®
Financial Advisor, Director
Rick De Oliveira
Client Service Associate
Anne Twohig
Client Service Associate
Jamie Lynne Smith
Client Service Associate
Tia Porr
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.
