Michael Smith

Michael E. Smith
Senior Vice President Medical Relationship Manager Truist Bank

1400 Post Oak Blvd

Suite 650,

Houston, TX 77056-3007

About me

Background

Mike Smith is a Medical Relationship Manager in the Truist Medical Specialty Group. He has 24 years of experience in the financial industry and leads a team that works exclusively with physician owned practices. His team delivers a customized approach to financing and capital structure, revenue cycle management, treasury and liquidity, risk management, investment banking, and physician wealth management and succession planning to medical practices with net patient revenues of $5 million and above. 

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

B.A. in Psychology
University of Virginia 1994 1998
M. B. A.
Wake Forest University 2007 2009

Personal Interests

Mike has served on the board and volunteered for Child Advocates of Fort Bend and currently a volunteer for Junior Achievement and volunteers at Tompkins High School in Katy, TX.  

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

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

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

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

To
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