Drew Hayes

Drew Hayes
Medical Wealth Advisor Truist Bank

401 E Jackson St

20th Floor,

Tampa, FL 33602-5209

About me

Background

Drew Hayes is a Medical Wealth Advisor with Truist Wealth, and specializes in working with physicians and their families. He has 25 years of experience in the financial services industry, mostly working with high-net-worth individuals and families. 

Drew and his team collaborate with clients and prospects to provide customized solutions to help protect and build generational wealth through their advice delivery model. Their team focuses on the client and their goals in order to anticipate opportunities to tailor their approach around physicians and utilize the resources of the firm to assist in financial planning.

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

BA - Economics
University of North Carolina - Chapel Hill 1988 1992
MBA - Strategy
University of Alabama - Tuscaloosa 2000 2002

Personal Interests

Drew enjoys spending time with his wife, Nel, and three children, who help keeps him busy—you will most likely see Drew on a soccer field or at a volleyball tournament. He is a proud supporter of UNC athletics and loves to travel to the lake and Jackson Hole, WY.

Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

  • 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.

  • Wills; trust, estate, gift, wealth transfer, and generation-skipping tax planning; estate administration and settlement; and more

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

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

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