Sophia O'Neal

Sophia O'Neal, AIF®
Managing Director Financial Advisor Private Client Group Truist Investment Services, Inc.
O’Neal Doane Chambers Group of Truist Investment Services, Inc.

4801 Courthouse St

Suite 100,

Williamsburg, VA 23188-2675

About me

Background

Sophia O'Neal is a Financial Advisor with over 20 years of experience, specializing in retirement planning and investment management. She takes time to listen to a client to gain an understanding of their priorities, circumstances, and the critical aspects of their financial lives so she can help assess, determine, and execute their financial plan.

Sophia is an integral part of The O’Neal Doane Chambers Group of Truist Investment Services, Inc partnering with Financial Consultants Bridget Doane and Dan Chambers with whom she shares a strong foundation in the work ethics, values, and dedication with which they serve their clients on a daily basis. Together the three of them bring over 70 years of experience in the financial industry to you. They offer insight and knowledge in a number of areas, and focus on the development and implementation of investment planning strategies: financial, retirement, wealth transfer and succession, and 401(k) and IRA rollover.

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

Personal Interests

A Pennsylvania native, Sophia earned her B.A. in psychology and women's studies at West Chester University. She and her husband Alex have a blended family of five children and three grandchildren. Sophia enjoys spending time with her family camping, boating, and gardening. She's also creative—you’ll often find her repurposing furniture or working on other crafty projects.

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

  • 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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