Financial Advisor, SunTrust Investment Services, Inc.
Sophia O'Neal is a Financial Advisor with over 14 years of experience specializing in retirement planning and investment management. A native of Pennsylvania, she earned her BA in Psychology and Women's Studies at West Chester University. Sophia came to SunTrust Investment Services, Inc. from American Express Financial where she was an advisor as well.
Sophia is an advisor that acts with integrity and professionalism at all times. She takes the time to talk to her clients, get to know them and gain an understanding of the critical aspects of their financial lives so that she is able to assess, determine and execute a financial plan with confidence.
In 2013 Sophia and Financial Advisor, Bridget Doane, formed The O'Neal and Doane Group. The two of them have a history of working together through various lines of business, roles and capacities for the past several years. They share a strong foundation in work ethics and values that is evidenced in the dedication they give to their clients on a daily basis.
The O'Neal and Doane Group focus is on the development and implementation of investment strategies offering insightful and in-depth knowledge in the areas of financial planning, retirement planning, wealth transfer and succession planning, as well as 401K/IRA rollover planning. Sophia and Bridget are supported by Administrative Associates Andrea Strassburg and Nikki Nunes who also have extensive backgrounds in banking experience that adds significant value to the level of service provided by Sophia's Team.
In her spare time, Sophia enjoys being creative with crafts and other projects. She enjoys the outdoors immensely spending time with her family camping and boating. She is also an avid reader. As a blended family, Sophia loves and is loved by her husband Alex and the 5 children they have raised together.
SunTrust Investment Services, Inc. is a full-service broker-dealer that is an integral part of SunTrust Banks, Inc. - one of the nation's largest and most respected financial services organizations. When you bring your investment needs to SunTrust you will benefit from a long history of management experience, an extensive range of financial products and solutions and personalized financial planning and advice. More importantly, you establish a relationship with a team of trusted advisors who can address all of your financial needs.
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