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Mike Ison, CLU®

Mike Ison, CLU®

President
Valmark Securities, Inc. Registered Representative

450 South Orange Avenue, Suite 1200 | Orlando, FL 32801

About

Mike has been a successful, well-known banker in Central Florida for over thirty-five years. His practice is focused on corporate and personal insurance opportunities and solutions. Mike’s vast knowledge of wealth management, financial and retirement planning, investments, portfolio design and tactical tax strategies provides customized options for his clients.

Using a consultative approach to identify needs, he garners the confidence and trust of novice and savvy prospects, clients, and advisors. Mike is a graduate of Seminole State College, Emory University National Trust School, University of Florida School of Banking, and the Orange County Bar Association’s Leadership Law program. He holds the Chartered Life Underwriter (CLU) designation, along with a Series 7 (General Securities Representative) and licenses in Life, Health, and Variable Annuities. Mike is also a Registered Representative with Valmark Securities, Inc.

As a native of Central Florida, Mike has a vested interest in giving back to his community and served as Past Chair Member for Orange County Public Schools’ Foundation Board. Mike is long time member of the Central Florida Estate Planning Council. He also supports the community by volunteering in various capacities with Coalition for the Homeless and Habitat for Humanity and serves on the City of New Smyrna Beach Charter Review Committee.

 
Non-deposit products: are not insured by the FDIC; are not deposits; and may lose value.
Securities offered through Valmark Securities, Inc., a registered broker-dealer​​​​​ (Member FINRA/SIPC). Insurance products offered through United Community Insurance, Inc., Valmark Securities, Inc., or its licensed affiliates. United Community Bank and United Community Insurance, Inc. are not registered as a broker-dealer or investment advisor. Registered representatives of Valmark Securities, Inc. may offer products and services using United Community Insurance, Inc. and may also be employees of United Community Bank. Valmark Securities, Inc. and its affiliates are separate entities from, and not affiliates of United Community Bank or United Community Insurance, Inc. Securities and insurance offered through Valmark Securities Inc., or its affiliates and insurance offered through United Community Insurance, Inc. are:
 
Not Insured by FDIC or Any Other Government Agency Not Bank Guaranteed Not a Bank Deposit or Obligation May Lose Value

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Non-deposit products: are not insured by the FDIC; are not deposits; and may lose value.