Matt Bracewell

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

303 Peachtree St

31st Floor,

Atlanta, GA 30308-3200

Matt.Bracewell@Truist.com

Phone 404-813-8922

Fax 404-815-0925

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About me

Background

Matt Bracewell is a Wealth Advisor and CERTIFIED FINANCIAL PLANNER™ with the Medical Specialty Group of Truist Wealth, a specialized division of the bank that works exclusively with physicians, healthcare executives, and medical practices. Matt has more than 14 years of experience serving physicians and their families, helping them create a framework for financial decision-making and guiding them toward achieving their personal and professional goals.

In his role, Matt serves as an advocate for his clients within the bank. He brings together teams of specialists from across Truist to leverage the firm's resources and experience in addressing each client’s unique needs.

Matt works collaboratively with clients to identify their objectives, develop customized strategies, and help create a clear path from where they are today to where they want to be in the future. He provides guidance in areas including banking, complex lending, risk management, and comprehensive wealth 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

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 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

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

Locations

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