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Doug Mithun

Doug Mithun, RICP®
Financial Advisor Investment Services Group Truist Investment Services, Inc.

4899 N Federal Hwy

Boca Raton, FL 33431-5137

Doug.Mithun@Truist.com

Phone 561-362-3577

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About me

Background

Doug is a Financial Advisor with Truist Investment Services, Inc. offering clients more than 25 years of financial services, retirement planning, and investment management experience. He helps clients visualize the future they desire and develop an action plan or blueprint to help them achieve their goals. 

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

University of Wisconsin-Stout

Personal Interests

Doug lives in the city of Delray Beach with his wife where they are committed to helping and serving the community and various organizations including The Boca Museum, Florence Fuller, and the Boca West Children’s Foundation.

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

  • Exclusive educational events, whitepapers, articles, podcasts, legacy planning, next-generation education

  • 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

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