Bridget Doane

Bridget T. Doane
Financial Consultant Truist Investment Services, Inc.

4801 Courthouse St

Williamsburg, VA 23188-2675

About me

Background

I’m a Financial Consultant with Truist Wealth, offering clients more than 20 years of financial services and retirement planning experience.
I focus on advising clients on developing and implementing investment strategies to help them meet their immediate and future goals. 

I follow a disciplined process of assessing a client's financial situation, forming and executing an appropriate investment plan, and performing ongoing portfolio maintenance to obtain measurable results. I also consult on risk management, retirement planning, and other critical financial strategies.
Check the background of this investment professional on FINRA's BrokerCheck

Education

Bachelor of Arts
Virginia Commonwealth University 1995 1998

Personal Interests

I’m a graduate of Virginia Commonwealth University.

Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

  • Innovative, customized risk management strategies and solutions in partnership with McGriff and Truist Life Insurance Services, designed to protect every facet of your assets and income.

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

  • Exclusive educational events, whitepapers, articles, podcasts, legacy planning, next-generation education

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

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