Doug Leonzi

Doug Leonzi , AIF®, PPM
Senior Managing Director Financial Advisor Private Client Group Truist Investment Services, Inc.
The Leonzi Group of Truist Investment Services, Inc.

645 Hamilton St

10th Floor,

Allentown, PA 18101-2108

Doug.Leonzi@Truist.com

Phone 610-882-5376

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About me

Background

As a Truist Financial Advisor and the leader of The Leonzi Group of Truist Investment Services, Inc., Doug Leonzi helps clients develop and implement investment strategies to address their immediate and future goals. Drawing on more than 23 years of financial-services experience, Doug follows a disciplined process of assessing a client's financial situation, forming and executing an appropriate investment plan, and performing ongoing portfolio maintenance to help them reach a state of financial well-being. He focuses on the high-net-worth market and consults on retirement planning, risk management, and other critical financial strategies. 

Doug was named to the 2023, 2024 and 2025 Forbes Best-in-State Wealth Management Teams Lists*. In addition, The Leonzi Group was highlighted in Entrepreneur, Fortune, and Bloomberg Businessweek Magazine in 2024. Doug holds the Accredited Investment Fiduciary (AIF) and Preferred Portfolio Management (PPM) designations. 

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

Education

Bachelor of Science
East Stroudsburg University 1989 1994

Personal Interests

A native of Allentown, Pa., Doug earned a bachelor's degree from East Stroudsburg University, where he was an All-Conference and All-American wide receiver. Active in the local community, he is a member of United Way's Tocqueville Society, a volunteer with the Andre Reed Foundation, and a board member of Lehigh Country Club. Doug also serves on East Stroudsburg University Foundation's board and is co-chair of the college's Warrior Football Club.

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

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

Accomplishments

Best-in-State Wealth Management Team*
Forbes 2023 External
Best-in-State Wealth Management Team*
Forbes 2024 External
Best-in-State Wealth Management Team*
Forbes 2025 External
*Each team of advisors recognized by Forbes is chosen by SHOOK Research based on an algorithm of qualitative and quantitative criteria, including: In-person interviews, industry experience, compliance records, revenue produced and assets under management. The award was presented in January for the years shown above with an evaluation period of one year ending the March prior to the award date.

Locations

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