SunTrust Investment Services, Inc.
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Michelle Erwin, CRPC® Private Financial Advisor

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1100 Town Park Ave,

Lake Mary, FL 32746

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About

Michelle Erwin is a Private Financial Advisor with SunTrust Investment Services, Inc., specializing in comprehensive wealth management for high net worth investors. Michelle career began over 18 years ago at Bank of America, later to join SunTrust in 2003.

Michelle's focus is advising on the development and implementation of investment strategies to help clients meet their immediate and future goals. Supported by Investment Associate James Petrusky, she follows a disciplined process of assessing a client's financial situation, determining risk tolerance, forming and executing an appropriate investment plan and regular portfolio rebalancing in order to obtain measurable results. She also consults on risk management, retirement planning, estate planning and other critical financial strategies.

Michelle has earned the professional designation of Chartered Retirement Planning CounselorSM (CRPC®) and received a Bachelor of Arts degree in Economics from Rollins College. She has been recognized as a Five Star Wealth Manager in Orlando Magazine from 2012-2016. For more information on the Five Star award and the research/selection methodology, go to fivestarprofessional.com. Michelle also has been recognized as a platinum and gold level advisor multiples times throughout her tenure with SunTrust*. She is a native of Winter Park, FL and in her spare time enjoys being with her two children.

SunTrust Private Wealth Management is part of SunTrust Bank, with a proud 120-year heritage of commitment to helping our clients manage their wealth and achieve their goals. We are committed to meeting the needs of our clients - by building and continually strengthening long-term relationships and by offering you comprehensive wealth management capabilities to meet your sophisticated and often complex needs. As your needs evolve, your team of experts and solutions will too, in order to address new challenges and opportunities.

* The SunTrust Platinum & Gold Performance Excellence Award is awarded to advisors to formally recognize the exceptional contributions of teammates who consistently go above and beyond to deliver on our Purpose, our Brand, our Performance Promise and revenue.

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