Michelle Meeks

Michelle L. Meeks, CFP®, CRPC®, PPM
Managing Director Financial Advisor Private Client Group Truist Investment Services, Inc.
The Edgewater Group of Truist Investment Services, Inc.

1100 Town Park Ave

Lake Mary, FL 32746-4780

Michelle.meeks@Truist.com

Phone 407-547-3128

Fax 407-237-5007

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About me

Background

Michelle Meeks is a Financial Advisor with more than 20 years of financial services experience. Specializing in working with professional women in transition and high-net-worth clients she focuses on the development and implementation of investment strategies to help her clients address their immediate and long-term goals.

Utilizing her more than 20 years of experience in financial management and comprehensive wealth management, Michelle works with clients in a service-oriented, efficient manner. Her systematic approach includes assessing financial situations, determining risk tolerance, and creating and executing appropriate investment plans. She also conducts strategic portfolio reviews and rebalancing, as needed, and consults regarding risk management, retirement planning, estate planning, and other critical financial strategies.

Michelle has been consistently recognized for her  work throughout her career. Michelle earned her Bachelor of Arts degree in economics (cum laude) from Rollins College in Winter Park, Florida. In addition to earning her CFP®, PPM and CRPC® designations, Michelle has completed the Series 7 and 66 and General Principal/Supervisory Exam Series 24. Michelle also holds a Florida Insurance License for life and health, including annuities and variable contracts.

Investment Adviser Representative, Truist Advisory Services, Inc.
Check the background of this investment professional on FINRA's BrokerCheck

Education

Economics
Rollins College 2005

Personal Interests

Michelle believes in giving back to her community. She enjoys teaching and sharing her knowledge about financial literacy at local organizations including chambers of commerce, women's groups, and schools. She has also previously served as treasurer on various associations.

An Orlando native, Michelle has two children and is proud to be an active travel soccer and baseball mom. In her spare time, she likes to travel, read, run, and spend time with family and friends.

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

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

  • Innovative, customized risk management strategies and solutions in partnership with McGriff and Truist Life Insurance Services, designed to protect every facet of your assets and income.

  • 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

  • Top-notch service delivery and support for the private banking needs of business-owners

Locations

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