Mike Hall

Mike Hall, AWMA®, CFP®, CPWA®
Senior Vice President Wealth Advisor Truist Bank

114 N Tennessee Ave

2nd Floor,

Lakeland, FL 33801-4615

About me

Background

As a Wealth Advisor with Truist Bank, Mike Hall offers clients more than 15 years of comprehensive wealth management experience, directing a team-based approach that brings together specialists in investments, financial planning, credit, and estate strategies. His focus on ultra-high-net-worth families is made possible by his commitment to limiting the number of families he keeps under advisement. This gives him time to access and apply the broad advisory and comprehensive wealth management capabilities that Truist Wealth offers.

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

Education

Bachelor of Science
University of South Florida 2003

Personal Interests

Mike is a native of Lakeland, Florida, where he serves as a deacon and finance committee member at Lakes Church. 

Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

  • A full range of premium banking options, including credit cards, personal and business lending, mortgages, home equity lines of credit, luxury and estate lending, and more

  • 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

  • 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

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

Locations

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