Drew Hayes

Drew Hayes
Senior Vice President Medical Wealth Advisor Truist Bank

401 E Jackson St

20th Floor,

Tampa, FL 33602-5209

Drew.Hayes@Truist.com

Phone 813-224-2119

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About me

Background

Drew is a Medical Wealth Advisor with Truist Wealth and specializes in working with physicians and their families. He has over 25 years of experience in the financial services industry, mostly working with high-net-worth individuals and families guiding them inside a team-based approach that focuses on investment management, financial planning, strategic credit, and estate planning strategies. 

As a part of the Medical Specialty Group, he works with a team of professionals whose primary focus is to bring comprehensive and highly customized personal financial solutions to physicians and practices by listening intently to their own unique situation. Together, they develop holistic financial plans that help address short- and long-term goals.

Drew recognizes the importance of the client experience and is highly attentive to details. By holding himself accountable to this standard, clients can focus on the things that matter most in their lives.  

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 keep him busy—you will most likely see Drew on a football field or at a volleyball tournament. He is a proud supporter of both UNC and Alabama athletics and loves to travel to the lake in the summer and out west for the winter.  

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.

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

  • Exclusive educational events, whitepapers, articles, podcasts, legacy planning, next-generation education

Locations

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