Josh Shamblin

Josh Shamblin
Senior Vice President Medical Relationship Manager Truist Bank

3322 West End Ave

6th Floor,

Nashville, TN 37203-1000

Joshua.Shamblin@Truist.com

Phone 615-748-5978

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About me

Background

Josh Shamblin is a Medical Relationship Manager with the 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 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

Locations

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    Investment and Insurance Products:

    • Are Not FDIC or any other Government Agency Insured
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    • May Lose Value

    Services provided by the following affiliates of Truist Financial Corporation (Truist): Banking products and services, including loans and deposit accounts, are provided by Truist Bank, Member FDIC. Trust and investment management services are provided by Truist Bank, and Truist Delaware Trust Company. Securities, brokerage accounts and /or insurance (including annuities) are offered by Truist Investment Services, Inc., which is a SEC registered broker-dealer, member FINRA, SIPC, and a licensed insurance agency. Investment advisory services are offered by Truist Advisory Services, Inc., GFO Advisory Services, LLC., each SEC registered investment advisers.

    Mortgage products and services are offered through Truist Bank. All Truist mortgage professionals are registered on the Nationwide Mortgage Licensing System & Registry (NMLS), which promotes uniformity and transparency throughout the residential real estate industry. Search the NMLS Registry.

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    • Multilingual teammates available at our Multicultural Banking Centers
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    • Phone assistance in Spanish at 844-4TRUIST (844-487-8478), option 9. For assistance in other languages please speak to a representative directly.

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