Robert Douglas

Robert Douglas
Financial Advisor Investment Services Group Truist Investment Services, Inc.

150 W Main St

14th Floor,

Norfolk, VA 23510-1609

About me

Background

Robert Douglas is a Financial Advisor with Truist Investment Services, Inc., offering clients more than 13 years of financial services, retirement planning, and investment management experience. 

Having earned the Chartered Retirement Planning Counselor™ (CRPC®) designation, Robert is focused on advising clients on developing and implementing investment strategies to help them meet their immediate and future goals. He 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 obtain financial well-being. He also consults on risk management, retirement planning, and other critical financial strategies.

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

Personal Interests

Robert is a native of Laurens, SC and a graduate of Virginia Tech and The Ohio State University. He has an Executive Certificate in Financial Planning Program from the Fisher College of Business and is an alumnus of the LEAD Hampton Roads Class of 2011.

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

To
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