Michael Penney in

Michael Penney

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Affiliate Partner at Crescent Wealth Advisory
📍 Winter Park, Florida, United States

Michael Penney is a seasoned insurance advisor and Managing Partner at Pinpoint Wealth Partners, with over four decades of experience in estate and business succession planning. He focuses on creating holistic financial plans for individuals, families, and business owners and is a graduate of the University of North Carolina at Chapel Hill.

Outside of work, Michael is active in his community, serving on the board for The Jobs Partnerships, a faith-based non-profit focused on workforce development. He enjoys hiking, playing golf, and spending time with his family and friends, splitting his time between Florida and the mountains of North Carolina.

He founded his own independent firm over three decades ago to build deeper, long-term relationships with clients, rather than for a corporation.

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Experience
36 Years
Current Role
Affiliate Partner
Location
Winter Park, Florida, United States
Personality Overview

How Michael shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Michael cares about

Estate Planning
His career has been structured around helping clients navigate the complexities of estate planning and wealth transfer for over forty years.
Business Succession
He specializes in working with business owners to gain clarity on succession issues and implement plans that provide peace of mind.
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Career

Work history

6-2022
Affiliate Partner
Crescent Wealth Advisory
1-2020 - 6-2022
Managing Partner
Pinpoint Wealth Partners
11-2012
Owner
Lion Street
1990
President/Owner
Michael G. Penney Insurance
In the press

Media appearances

Michael G. Penney – Crescent Wealth Advisory. Featured in Crescent Wealth Advisory
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Education
1972 - 1977
Bachelor of Arts (B.A.)
The University of North Carolina at Chapel Hill
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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