Sarah Welch

Sarah W. Welch
Vice President Medical Wealth Advisor Truist Bank

303 Peachtree St NE

31st Floor,

Atlanta, GA 30308-3200

About me

Background

Sarah Welch is a Wealth Advisor with the Medical Specialty Group of Truist Bank, a specialized division within the bank that works exclusively with physicians and their medical practices. Sarah offers clients more than 20 years of comprehensive wealth management experience and holds herself accountable to really understand the critical aspects of her client’s financial life. She thoroughly assesses cash flow, credit utilization, investments, risk, and the estate/taxes and their significant impact on both short and long term goals. Her aim is to deliver a highly attentive service experience and to coordinate a team of specialists and resources to support her client’s unique financial goals and objectives. 

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

Finance
Florida State University 1997 2001

Personal Interests

Sarah is a native of Atlanta and an Alumnus of the Rotary Club of Buckhead. She is an active member and volunteer with her church, a Big Sister for over ten years with Big Brothers Big Sisters, and a frequent volunteer with Junior Achievement and 3DE Schools. Sarah enjoys sports, writing, music, and spending time with her family. 

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

  • Educating family members with significant wealth to confidently manage their financial lives

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

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

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

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