Charles Jefts

Charles H. Jefts IV
SVP Medical Specialties Group Truist Bank

4777 Sharon Rd

Charlotte, NC 28210-0101

About me

Background

I’m a Senior Vice President and Managing Director in the Medical Specialty Group of Truist Wealth, offering clients more than 15 years of financial services experience—the past 10 years dedicated exclusively to private, for-profit, physician-led healthcare. I coordinate an industry team whose sole focus is to bring comprehensive and highly customized corporate and personal financial solutions to successful physicians and their practices. 

The team believes in a 360-degree approach to the physician practice, delivering unmatched fluency in the business of medicine. We cover medical practices with net patient revenues of $25MM–2BB per annum, delivering a coordinated approach that brings together specialists in financing and capital structure, revenue cycle management, treasury and liquidity, risk management, investment banking, and physician wealth management and succession planning. 

I began my career in Truist’s Management Development Program and have served as a committee member of the Healthcare Financial Managers Association and the Medical Group Managers Association.

Registered Representative, Truist Investment Services, Inc. Investment Adviser Representative, Truist Advisory Services, Inc.
Check the background of this investment professional on FINRA's BrokerCheck

Education

Bachelor of Science
University of West Georgia 2005

Personal Interests

I earned a bachelor’s from the University of West Georgia and an MBA from the Wake Forest School of Business.

Specialties

  • A full range of premium banking options, including credit cards, personal and business lending, mortgages, home equity lines of credit, luxury and estate lending, and more

  • 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.

  • Top-notch service delivery and support for the private banking and/or wealth needs of business owners.

  • Strategic, long-term planning solutions to drive growth, manage wealth, and provide an orderly transition of management and ownership

  • Specialized wealth, investment, insurance, banking, and borrowing solutions for medical practices

  • Specialized wealth, investment, insurance, banking, and borrowing solutions for physicians

Accomplishments

Performance Excellence Award*
Truist 2020
Performance Excellence Award*
Truist 2019
Performance Excellence Award*
Truist 2017
*The Truist Performance Excellence Award is awarded to advisors to formally recognize the exceptional contributions of teammates who consistently go above and beyond to deliver on our Purpose, our Brand, our Performance Promise, and revenue.
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    The Truist Gold Performance Excellence Award is awarded to advisors to formally recognize the exceptional contributions of teammates who consistently go above and beyond to deliver on our Purpose, our Brand, our Performance Promise, and revenue.