Meredith Wheeler

Meredith Wheeler
Vice President Medical Wealth Relationship Manager Truist Bank

303 Peachtree St Ne

31st Floor,

Atlanta, GA 30308

meredith.given@truist.com

Phone 404-487-3842

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About me

Background

Over the past 27 years, Meredith has developed a diverse background and understanding of how businesses work most effectively with business banking, commercial banking, and wealth management.

Meredith works closely with senior leadership of medical practices to strategize and recommend services that help each practice operate more efficiently while keeping the principal's financial goals in mind. A team of Truist professionals supports Meredith to help facilitate any objective a medical practice may need, including cash management, cash flow management, payables/receivables management, and insurance solutions, including Employee Benefits, Commercial insurance, and more.

Registered Representative, Truist Investment Services, Inc., Investment Adviser Representative, Truist Advisory Services, Inc.

Check the background of this investment professional on FINRA's BrokerCheck

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