Douglas Sheahan

Douglas M Sheahan
Vice President Financial Advisor Truist Investment Services, Inc.

400 S Park Ave

Winter Park, FL 32789

About me

Background

Douglas Sheahan is an experienced financial advisor based in Winter Park, Florida, with a strong commitment to helping individuals, families, and businesses build and preserve their financial futures. With a client-focused approach, Douglas provides tailored strategies in retirement planning, investment management, and wealth preservation, always striving to align financial goals with each client’s unique vision for the future.

Family plays a central role in his world. With three wonderful daughters—two currently away at college (one at Clemson University, another at the University of Georgia) and his youngest embracing high school life at Winter Park High School — he understands firsthand the joys, challenges, and financial juggling acts that families experience every day.

Whether you’re charting your own course through college planning, retirement, or just figuring out how to balance living today with preparing for tomorrow, he is here to assist.

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

Education

Finance, B.S.
Miami University 1998
MBA
Stetson University 2004

Personal Interests

Outside of the office, Douglas enjoys spending time with family, cheering on his favorite college football teams, weekend trips to New Smyrna Beach, and visiting extended family in the beautiful mountains of North Georgia. These passions not only provide balance but also reinforce a deep appreciation for the relationships and connections that guide both life and work.

Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

  • 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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