Sophia O'Neal

Sophia O'Neal, AIF®
Senior 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

Sophia.Oneal@Truist.com

Phone 757-253-9324

Fax 757-253-6508

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About me

Background

Sophia O'Neal is a Financial Advisor with over 24 years of experience. She takes time to truly listen to her clients, gaining a deep understanding of their priorities, circumstances, and the long -term objectives of their financial lives. This allows her to design and implement personalized financial strategies that are both purposeful and enduring.  

She is committed to providing individuals and families with financial advice that helps clients build, protect, and grow their wealth with clarity, knowledge, and intention. 

Sophia is an integral member of The O’Neal Doane Chambers Group of Truist Investment Services, Inc. where she collaborates with her partners Bridget Doane and Dan Chambers. Together they share a strong foundation in work ethic, values, and dedication in serving their clients. With over 75 years of combined experience, they share a deep commitment to disciplined planning, strong relationships and  client service. 

The team approaches financial planning as a life story, not just a math problem – providing tailored guidance across investment strategy, retirement planning, estate planning, business succession planning, and 401(k) and IRA rollovers.

Registered Representative, Truist Investment Services, Inc., 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. Sophia values spending time with her family, enjoys being outdoors and is actively involved in her community through volunteer work. 

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

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