Josh Shamblin

Josh Shamblin
Medical Relationship Manager Truist Bank

3322 TN Highway 1

STE 620,

Nashville, TN 37203-1217

About me

Background

I am a Medical Relationship Manager with Truist Medical Specialty Group, offering clients more than 20 years of financial services experience working with a specialized team solely focused on medical practices and physicians. 

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
University of Tennessee at Martin
MBA
University of Tennessee at Martin

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.

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

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

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

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

To
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