Background
Bridget Doane is a Financial Consultant with Truist Investment Services, Inc., offering clients more than 20 years of financial services and retirement planning experience. She focuses on advising clients on developing and implementing investment strategies to help them address their immediate and future goals.
Bridget follows a disciplined process of assessing a client's financial situation, forming, and executing an appropriate investment plan, and performing ongoing portfolio maintenance. She also consults on risk management, retirement planning, and other critical financial strategies.
Bridget also partners with Sophia O’Neal and Dan Chambers in The O’Neal Doane Chambers Group of Truist Investment Services, Inc. Together the three of them offer more than 70 years of experience in the financial industry. The team is supported by Client Service Associates Monique Dabney and Nikki Nunes.
Investment Adviser Representative, Truist Advisory Services, Inc.
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