Michael R. Mcleod, Cfp®

Michael R. Mcleod, Cfp® Email and Phone Number

Senior Wealth Advisor and Director of Financial Planning @ The Fiduciary Group
Savannah, GA, US
Michael R. Mcleod, Cfp®'s Location
Savannah, Georgia, United States, United States
Michael R. Mcleod, Cfp®'s Contact Details

Michael R. Mcleod, Cfp® work email

Michael R. Mcleod, Cfp® personal email

n/a

Michael R. Mcleod, Cfp® phone numbers

About Michael R. Mcleod, Cfp®

Michael is a Senior Wealth Advisor with The Fiduciary Group. He is responsible for expanding the Firm's financial planning services and fostering life-long wealth management client relationships with coastal Georgia and South Carolina's high net-worth individuals and families.Michael is a native of Savannah, GA, attended the Savannah Country Day School, and graduated from the Salisbury School and Washington & Lee University. Michael is a two-time graduate of the Cannon Financial Institute, and completed the Executive Program for Financial Planning at the University of Georgia’s Terry College of Business. Michael has earned the professional designation as a CERTIFIED FINANCIAL PLANNER TM (CFP®) certificant, and also holds the Certified Trust Fiduciary Advisor designation. Michael and his wife Bradley, along with their two girls, reside on Skidaway Island, GA.The Fiduciary Group was founded in Savannah, Ga. in 1970 by Lee Butler, who recognized the need for fiduciary advisors to maintain independence from banks, brokers and financial products in order to serve clients. Today, the award-winning firm has a highly professional, diversified team managing investment assets for more than 485 individuals, families, trusts, company retirement plans and nonprofits across the region. The Fiduciary Group provides comprehensive financial planning and asset management services, advising families and businesses over multiple generations. For more information, visit www.thefiduciarygroup.com.

Michael R. Mcleod, Cfp®'s Current Company Details
The Fiduciary Group

The Fiduciary Group

View
Senior Wealth Advisor and Director of Financial Planning
Savannah, GA, US
Website:
tfginvest.com
Employees:
21
Michael R. Mcleod, Cfp® Work Experience Details
  • The Fiduciary Group
    Senior Wealth Advisor And Director Of Financial Planning
    The Fiduciary Group
    Savannah, Ga, Us
  • The Fiduciary Group
    Senior Wealth Advisor & Director Of Financial Planning
    The Fiduciary Group Jul 2019 - Present
    Savannah, Georgia Area
  • Suntrust Bank, Private Wealth Management
    Vice President & Client Advisor
    Suntrust Bank, Private Wealth Management Aug 2012 - Jun 2019
    Savannah, Georgia Area
  • Suntrust Bank, Private Wealth Management
    Vice President & Client Advisor
    Suntrust Bank, Private Wealth Management Mar 2006 - Jul 2012
    Atlanta, Ga

Michael R. Mcleod, Cfp® Skills

Retirement Planning Risk Management Insurance Planning

Michael R. Mcleod, Cfp® Education Details

Frequently Asked Questions about Michael R. Mcleod, Cfp®

What company does Michael R. Mcleod, Cfp® work for?

Michael R. Mcleod, Cfp® works for The Fiduciary Group

What is Michael R. Mcleod, Cfp®'s role at the current company?

Michael R. Mcleod, Cfp®'s current role is Senior Wealth Advisor and Director of Financial Planning.

What is Michael R. Mcleod, Cfp®'s email address?

Michael R. Mcleod, Cfp®'s email address is mi****@****ust.com

What is Michael R. Mcleod, Cfp®'s direct phone number?

Michael R. Mcleod, Cfp®'s direct phone number is +140481*****

What schools did Michael R. Mcleod, Cfp® attend?

Michael R. Mcleod, Cfp® attended University Of Georgia - Terry College Of Business, Washington And Lee University, Salisbury School, Savannah Country Day School.

What skills is Michael R. Mcleod, Cfp® known for?

Michael R. Mcleod, Cfp® has skills like Retirement Planning, Risk Management, Insurance Planning.

Who are Michael R. Mcleod, Cfp®'s colleagues?

Michael R. Mcleod, Cfp®'s colleagues are Jared Hammers, Cfa, Bess Butler Brunson, Cfp®, Cameron Kizzire Albach, Colin Duvall, Liza Ko.

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