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Douglass R. Schmidt
Financial Advisor Investment Services Group Truist Investment Services, Inc.

1145 Main St

Wheeling, WV 26003-2703

About me

Background

I am a Financial Advisor with Truist Investment Services, Inc., offering clients over 15 years of financial services, retirement planning, and investment management experience, while working at the Wheeling, Moundsville, and Cameron, WV, offices.

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

Personal Interests

I grew up in Michigan and, before joining Truist, played Division I hockey and spent four years at the professional level. When I am away from work, I enjoy spending time with my wife, Becky, and son, Adam.

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

  • 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

To
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