Michelle Meeks

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

1100 Townpark Ave

Lake Mary, FL 32746-4780

Michelle.meeks@Truist.com

Phone 407-547-3128

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About me

Background

Michelle Meeks is a CERTIFIED FINANCIAL PLANNER® (CFP®) and Chartered Retirement Planning Counselor® (CRPC®) designee with more than 25 years of experience in the financial services industry. Specializing in working with high-net-worth clients and individuals navigating financial transitions, Michelle focuses on developing and implementing tailored investment strategies to help her clients achieve their immediate and long-term goals.

Leveraging her extensive expertise in financial management and comprehensive wealth planning, Michelle provides service-oriented and efficient guidance. Her systematic approach includes evaluating clients’ financial situations, assessing risk tolerance, and creating customized investment plans designed to deliver measurable results. Michelle also conducts strategic portfolio reviews, rebalancing as needed, and advises on risk management, retirement planning, and other critical financial strategies.

Michelle earned her Bachelor of Arts degree in economics (cum laude) from Rollins College in Winter Park, Florida. In addition to holding the CFP® and CRPC® designations, Michelle has completed the Series 7, Series 66, and General Principal/Supervisory Exam Series 24. She 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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