Sophia ONeal, Private Financial Advisor

SunTrust Investment Services, Inc.

Sophia ONeal Photo
Sophia ONeal, Private Financial Advisor

SunTrust Investment Services, Inc.

-Hide Locations

1186 JAMESTOWN ROAD

WILLIAMSBURG, VA 23185

4601 MONTICELLO AVENUE

WILLIAMSBURG, VA 23185

4801 COURTHOUSE STREET

WILLIAMSBURG, VA 23188

496 MCLAWS CIRCLE

WILLIAMSBURG, VA 23185

Check the background of this investment professional on FINRA's BrokerCheck

About

Sophia O'Neal is a Private 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 Private 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.

Continue Reading

Investment and Insurance Products:

Are Not FDIC or any other Government Agency Insured   Are Not Bank Guaranteed  May Lose Value 

© 2018 SunTrust Banks, Inc

equal housing logoSunTrust Bank is an Equal Housing Lender. Member FDIC

equal housing logoEqual Housing Lender. SunTrust Mortgage, Inc

SunTrust, SunTrust Mortgage, SunTrust PortfolioView, SunTrust Robinson Humphrey, SunTrust Premier Program, AMC Pinnacle, AMC Premier, Access 3, Signature Advantage Brokerage, Custom Choice Loan and SunTrust SummitView are federally registered service marks of SunTrust Banks, Inc. All other trademarks are the property of their respective owners.

Services provided by the following affiliates of SunTrust Banks, Inc.: Banking products and services are provided by SunTrust Bank, Member FDIC. Trust and investment management services are provided by SunTrust Bank, SunTrust Delaware Trust Company and SunTrust Banks Trust Company (Cayman) Limited. Securities, brokerage accounts and insurance (including annuities) are offered by SunTrust Investment Services, Inc., a SEC registered broker-dealer, member FINRA, SIPC, and a licensed insurance agency. Investment advisory services are offered by SunTrust Advisory Services, Inc., a SEC registered adviser. GFO Advisory Services, LLC is a SEC registered investment adviser that provides investment advisory services to a group of private investment funds and other non-investment advisory services to affiliates. Mortgage products and services are provided by SunTrust Mortgage, Inc.

SunTrust Mortgage, Inc. - NMLS #2915, 901 Semmes Avenue, Richmond, VA 23224, 1-800-634-7928. CA: licensed by the Department of Business Oversight under the California Residential Mortgage Lending Act, IL: Illinois Residential Mortgage Licensee #MB-989, Department of Financial and Professional Regulation, 100 W. Randolph, Suite 900, Chicago, IL 60601, 1-888-473-4858, MA: Mortgage Lender license #-ML-2915, NJ: Mortgage Banker License - New Jersey Department of Banking and Insurance, NY: Licensed Mortgage Banker—NYS Department of Financial Services, and RI: Rhode Island Licensed Lender.

"SunTrust Advisors" may be officers and/or associated persons of the following affiliates of SunTrust Banks, Inc.: SunTrust Bank, our commercial bank, which provides banking, trust and asset management services; SunTrust Investment Services, Inc., a registered broker-dealer, which is a member of FINRA and SIPC, and a licensed insurance agency, and which provides securities, annuities and life insurance products; SunTrust Advisory Services, Inc., a SEC registered investment adviser which provides Investment Advisory services.

SunTrust Private Wealth Management, International Wealth Management, Business Owner Specialty Group, Sports and Entertainment Group, and Legal and Medical Specialty Groups and GenSpring are marketing names used by SunTrust Bank, SunTrust Banks Trust Company (Cayman) Limited, SunTrust Delaware Trust Company, SunTrust Investment Services, Inc., and SunTrust Advisory Services, Inc.

SunTrust Bank and its affiliates do not accept fiduciary responsibility for all banking and investment account types offered. Please consult with your SunTrust representative to determine whether SunTrust and its affiliates have agreed to accept fiduciary responsibility for your account(s) and if you have completed the documentation necessary to establish a fiduciary relationship with SunTrust Bank or an affiliate. Additional information regarding account types and important disclosures may be found at www.suntrust.com/investmentinfo.

SunTrust Robinson Humphrey is the trade name for the corporate and investment banking services of SunTrust Banks, Inc. and its subsidiaries, including SunTrust Robinson Humphrey, Inc., member FINRA and SIPC.