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Matt Bracewell

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

303 Peachtree St NE

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 Medical Wealth Advisor with Truist Bank and offers clients more than 16 years of financial services, retirement planning, and investment management experience. 

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

Matt is the past co-chair of the alumni advisory council for the Paideia School in Atlanta.

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

Locations

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