Sophia O'Neal

Sophia O'Neal
Financial Advisor Private Client Group 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 18 years of experience, specializing in retirement planning and investment management. She takes the time to talk and listen to a client to gain an understanding of their priorities, circumstances, and the critical aspects of their financial lives so she can confidently assess, determine, and execute their financial plan.

In 2013, Sophia formed the O'Neal and Doane Group of Truist Investment Services, Inc with Financial Consultant Bridget Doane, with whom she shares a strong foundation in work ethics and values that is evidenced in the dedication with which they serve their clients on a daily basis. They offer insight and in-depth 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.

Sophia began her career with American Express Financial as an advisor, before joining Truist’s predecessor firm, SunTrust Investment Services, Inc., in 2004.

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 loves and is loved by her husband, Alex, and their blended family of five children and two grandchildren. She 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

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