MICHAEL McLEOD, CFP®, CTFA
Senior Wealth Advisor & Director of Financial Planning
Michael McLeod is a Senior Wealth Advisor and the Director of Financial Planning at The Fiduciary Group, serving as investment advisor, financial planner, and client relationship manager. Michael provides expertise and guidance to families and directs the firm’s financial planning practice.
Prior to joining the firm in 2019, Michael served as Client Advisor and Vice President with SunTrust Private Wealth Management for more than 13 years.
Michael earned his B.A. from Washington & Lee University, completed the Executive Program for Financial Planning at the University of Georgia’s Terry School of Business, and the Cannon Financial Institute’s Trust School (I, II & III). He is a CERTIFIED FINANCIAL PLANNERTM professional and also holds the Certified Trust and Fiduciary Advisor (CTFA) designation.
A Savannah native, Michael is active in the community, currently serving as Treasurer and Trustee for the Historic Savannah Foundation, as Vice President for the Savannah Estate Planning Council, as Grants Chair for the Metropolitan Savannah Rotary Club, and as the Chief Steward for the St. Andrew’s Society of Savannah.