Douglass Schmidt

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

1145 Main St

Wheeling, WV 26003-2703

Douglass.Schmidt@Truist.com

Phone 304-845-2494

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About me

Background

Douglass is a Financial Advisor with Truist Investment Services, Inc., offering clients over 17 years of financial services, retirement planning, and investment management experience, while working at the Wheeling, Moundsville, and Cameron, WV, offices.

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

Personal Interests

Douglass is a Michigan native who enjoys traveling, exercise, and spending time with family. 

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

Locations

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