Sophia ONeal, Private Financial Advisor

SunTrust Investment Services, Inc.

Sophia ONeal Photo
Sophia ONeal, Private Financial Advisor

SunTrust Investment Services, Inc.

-Hide Locations

4801 Courthouse Street,

Williamsburg, VA 23188

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

About

Sophia O'Neal is a Financial Advisor with over 15 successful 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. in 2004 from American Express Financial where she was an Advisor as well.

Sophia 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 Consultant, 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. Bridget and Sophia are supported by Administrative Associate Nikki Nunes who also has over 18 years in banking experience that adds significant value to the level of service provided by The O'Neal and Doane Group. She is also an Officer of SunTrust Investment Services, Inc. and a Notary Public.

Sophia loves and is loved by her husband Alex and their blended family of five children and one grandson. She enjoys spending time with her family camping, boating and gardening. Sophia is also creative and you will often times find her working on repurposing furniture or other crafty projects.

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