
Cfp Michael Mcleod
Michael is a Senior Wealth Advisor with The Fiduciary Group. He is responsible for expanding the Firm's... | Savannah, Georgia, United States
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Cfp Michael Mcleod’s Emails mi****@tf****.com
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Cfp Michael Mcleod’s Location Savannah, Georgia, United States
Cfp Michael Mcleod’s Expertise 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.
Cfp Michael Mcleod’s Current Industry The Fiduciary
Cfp
Michael Mcleod’s Prior Industry
Suntrust Bank Private Wealth Management
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The Fiduciary
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Work Experience

The Fiduciary
Senior Wealth Advisor & Director of Financial Planning
Mon Jul 01 2019 00:00:00 GMT+0000 (Coordinated Universal Time) — Present
Suntrust Bank Private Wealth Management
Vice President & Client Advisor
Wed Aug 01 2012 00:00:00 GMT+0000 (Coordinated Universal Time) — Sat Jun 01 2019 00:00:00 GMT+0000 (Coordinated Universal Time)
Suntrust Bank Private Wealth Management
Vice President & Client Advisor
Wed Mar 01 2006 00:00:00 GMT+0000 (Coordinated Universal Time) — Sun Jul 01 2012 00:00:00 GMT+0000 (Coordinated Universal Time)