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Bridget Doane

Bridget T. Doane
Assistant Vice President Financial Consultant Truist Investment Services, Inc.

4801 Courthouse St

Suite 100,

Williamsburg, VA 23188-2675

Bridget.Doane@Truist.com

Phone 757-253-9288

Fax 757-253-6508

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About me

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. 
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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