Bridget Doane

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

4801 Courthouse St

Williamsburg, VA 23188-2675

About me

Background

Bridget is a Financial Consultant with Truist Wealth, 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 meet 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 to obtain measurable results. 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 to you more than 70 years of experience in the financial industry. The team is supported by Monique Dabney and Nikki Nunes as the Client Service Associates that handle service requests as well as administrative duties.

Registered Representative Truist Investment Services, Inc. 

Check the background of this investment professional on FINRA's BrokerCheck

Education

Bachelor of Arts
Virginia Commonwealth University 1995 1998

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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