Matt Bracewell

Matt Bracewell, CFP®
Senior Vice President Medical Wealth Advisor Truist Bank

303 Peachtree St NE

31st Floor,

Atlanta, GA 30308-3200

About me

Background

Matt Bracewell is a Wealth Advisor and CERTIFIED FINANCIAL PLANNER™ with the Medical Specialty Group of Truist Wealth, a specialized division within the bank that works exclusively with physicians, healthcare executives, and their medical practices. Matt has more than 12 years of experience in the Medical Specialty Group helping physicians and their families to create a framework for decision making to help them achieve their goals in life.

His role is to act as an advocate for my clients within the bank. He helps build teams of specialists from throughout the company to leverage the resources and expertise of the firm to meet my client’s needs. Matt works collaboratively with clients to define their needs, then develop a strategy to get them from where they are, to where they want to be. He work with clients to develop strategies and solutions around banking, complex lending, as well as risk and wealth management.

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 Arts
Washington and Lee University 2003

Personal Interests

An Atlanta native, Matt lives with his family in a 100+ year old house in the historic Grant Park neighborhood.  He is former President of the Paideia Alumni Advisory Council.  Outside of the office, Matt enjoys spending time with his family, fishing, and exploring the Beltline with his two young children.

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

  • Philanthropic strategies, charitable structure evaluation, private foundations and grant management, donor advised funds

  • Trust formation and planning strategies, corporate trustee and executor services, trust administration and management, successor and irrevocable life insurance trustee, Delaware and dynasty trusts

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

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

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

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