Mike Ison, CLU®

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 and clients. 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. Mike holds a Series 7 (General Securities Representative) and holds a Life, Health, and Variable Annuity license). 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.