Michael Pond

Michael A. Pond, CTFA
Senior Vice President Senior Trust Advisor

303 Peachtree Street

15th Floor,

Atlanta, GA 30308

Michael.pond@truist.com

Phone 404-658-4165

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About me

Background

Mike is a Senior Trust Advisor with over 20 years of experience advising individuals and families with complex financial and estate planning, providing tailored solutions that address the unique needs of his clients Throughout his career, he has been dedicated to empowering his clients with the knowledge and tools they need to address their financial goals and secure their legacies. His comprehensive approach helps ensure that every aspect of his clients’ financial lives is carefully managed and aligned with their long-term objectives.

Education

Master of Business Administration
Campbell University 2003
Bachelor of Business Administration, Trust Management and Financial Planning
Campbell University 2003

Personal Interests

Mike is a Board Member of the Georgia Council on Economic Education, serves on the Children's Healthcare of Atlanta Legacy Advisor Leadership Council, is an Advisory Board Member of the Trust Education Foundation, a past President and current member of the Georgia Planned Giving Council, and a member of both the Atlanta Estate Planning Council and the Estate Planning Council of North Georgia.

When not volunteering Mike enjoys reading, hiking and spending time with his family including watching his son and daughter participate in various sports.

Specialties

  • Wills; trust, estate, gift, wealth transfer, and generation-skipping tax planning; estate administration and settlement; and more

  • Philanthropic strategies, charitable structure evaluation, private foundations and grant management, donor advised funds

  • Trust formation and planning strategies, corporate trustee and executor services, trust administration and management, successor and irrevocable life insurance trustee, Delaware and dynasty trusts

  • Exclusive educational events, whitepapers, articles, podcasts, legacy planning, next-generation education

  • Educating family members with significant wealth to confidently manage their financial lives

Locations

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