The Edgewater Group of Truist Investment Services, Inc. The Edgewater Group of Truist Investment Services, Inc.

The Edgewater Group of Truist Investment Services, Inc.

1100 Town Park Ave

Lake Mary, FL 32746

TheEdgewaterGroup@Truist.com

Phone 407-547-3128

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Who we are

The Edgewater Group of Truist Investment Services, Inc. believes that every client deserves a partner in their financial journey — someone who listens, understands, and strives to help them address their financial goals. Our team of dedicated advisors brings a wealth of experience and a passion for delivering exceptional service, helping to provide the attention and care you deserve. We strive to provide personalized and knowledgeable guidance to help you on your journey to financial wellness. 
Check the background of this investment professional on FINRA's BrokerCheck

Specialties

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

  • 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.

  • 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

  • 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

  • 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

  • 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

Michelle Meeks
Michelle Meeks, CFP®, CRPC®
Financial Advisor
Managing Director
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Shannon Hill
Shannon Hill
Financial Consultant
Vice President
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James Petrusky
James Petrusky
Registered Client Service Associate
Natalie Campbell
Natalie Campbell
Client Service Associate
We seek to empower you with the knowledge and resources you need to make informed decisions that align with your unique circumstances and long-term objectives. Whether you're planning for retirement, navigating investments, or strategizing for your children's education, The Edgewater Group’s team is committed to helping you strive towards financial success. Specializing in wealth management, retirement planning, tax-efficient* investing, and estate planning, we focus on tailoring strategies to address the unique needs of each client. We serve a diverse clientele including individuals, business owners, and families, offering a holistic approach to financial well-being. Every recommendation is rooted in thorough analysis and designed to optimize your financial potential. 

Experience the difference of a partnership that prioritizes your financial goals above all else. To learn more about how we can help you achieve financial success, please contact us at 407-547-3128 to schedule a consultation. 


*Truist and its representatives do not provide tax or legal advice. You should consult your individual tax or legal professional before taking any action that may have tax or legal consequences.
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