Doug Leonzi

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

645 W 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 20 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 reach a state of financial well-being. He focuses on the high-net-worth market and also consults on retirement planning, risk management, and other critical financial strategies. Doug holds an Accredited Investment Fiduciary (AIF) designation and Preferred Portfolio Management (PPM) designation. In 2023, Doug was named to the Forbes Best-in-State Wealth Management List**. 

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 as 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

Sterling Performer Award*
Truist 2019
Sterling Performer Award*
Truist 2020
Sterling Performer Award*
Truist 2021
Sterling Performer Award*
Truist 2022
Best-in-State Wealth Management Team**
Forbes 2023
*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.

**Each team of advisors 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 on January 2023 and is based on the aforementioned criteria through the calendar year preceding the award date.

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