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Doug Leonzi

Doug Leonzi
Financial Advisor Private Client Group Truist Investment Services, Inc.

645 W Hamilton St

Allentown, PA 18101-2108

Doug.Leonzi@Truist.com

Phone 610-882-5376

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About me

Background

Doug Leonzi is a Financial Advisor with Truist Investment Services, Inc., offering clients more than 15 years of financial services, retirement planning, and investment management experience.

Doug advises clients on developing and implementing investment strategies to help them address their immediate and future goals. He 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. He also consults on risk management, retirement planning, and other critical financial strategies.

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

Doug is a native of Allentown, PA, and a graduate of East Stroudsburg University, where he was an All-Conference and All-American wide receiver. Active in the community, he's a member of United Way’s Tocqueville Society, Andre Reed Foundation, and the Lehigh Country Club, where he serves on their board of directors. He's also a foundation board member at East Stroudsburg University and co-chair of the East Stroudsburg University 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

Sterling Performer Award*
Truist 2019
*The Truist Sterling Award is awarded to advisors to formally recognize the exceptional contributions of teammates who consistently go above and beyond to deliver on our Purpose, our Brand and our Performance.

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