Doug Jones

Doug Jones Jr.
Vice President Financial Advisor Investment Services Group Truist Investment Services, Inc.

3318 W Friendly Ave

1st Floor,

Greensboro, NC 27410-4806

Doug.Jones@Truist.com

Phone 336-547-2001

Fax 336-547-2013

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About me

Background

Doug Jones is a Financial Advisor with Truist Investment Services, Inc., offering clients more than 10 years of financial services, retirement planning, and investment management experience. He brings a listening ear and consultative approach to each client he meets, and works toward addressing their financial goals in an efficient manner.

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

Education

Bachelor's of Business Administration in Finance
Radford 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

  • 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

Locations

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