Doug French

Doug French, CFP®, CEPA
Senior Vice President Wealth Business Advisor Truist Bank

230 Herndon Pkwy

Herndon , VA 20170

Doug.French@Truist.com

Phone 703-331-1257

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About me

Background

Doug French is a Wealth Business Advisor with Truist Bank who specializes in helping business owners and entrepreneurial families make informed financial decisions through every stage of growth, transition, and legacy planning. With more than 20 years of experience in financial services, retirement, and estate planning, Doug helps clients turn complexity into clarity. As a CFP® professional, he uses a disciplined, comprehensive planning process to align personal wealth strategies with business goals, addressing cash flow, tax efficiency, succession planning, and long-term financial independence. Doug partners closely with professionals across the Truist Wealth network to implement coordinated strategies and provide ongoing guidance as clients’ lives and businesses evolve.

Registered Representative, Truist Investment Services, Inc., Investment Adviser Representative, Truist Advisory Services, Inc.
Check the background of this investment professional on FINRA's BrokerCheck

Education

Bachelor of Arts
George Mason University

Personal Interests

Doug has lived in the Northern VA area for over 30 years and is married with 2 children.   He loves spending time with this family, going on nature hikes, spending time in his garden tending to his bonsai collection. Doug is active in his community and currently serves as the President of the Northern Virginia Bonsai Society. 

Specialties

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

  • A full range of premium banking options, including credit cards, personal and business lending, mortgages, home equity lines of credit, luxury and estate lending, and more

  • 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.

  • Wills; trust, estate, gift, wealth transfer, and generation-skipping tax planning; estate administration and settlement; and more

  • Top-notch service delivery and support for the private banking needs of business-owners

Locations

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