Sarah W. Welch, CFP®

Senior Vice President Medical Wealth Advisor Truist Bank

My name is Sarah Welch and I'm a medical wealth advisor located in Atlanta, Georgia. As a true Atlanta native with a robust background in wealth management, I've witnessed the transformation of the bank where my father worked from Trust Company, Bank of Georgia to its current form as Truist Bank. This firsthand experience has given me invaluable insights into the evolution of banking and the wealth management needs of clients. As a medical wealth advisor, building meaningful relationships with physicians and health care executives is not just a job for me. It's my passion. Being a certified financial planner allows me to simply go beyond managing finances. I lead with listening and take a holistic approach considering all aspects of my clients financial lives. I help clients plan for retirement, education, gifting, buying into or transitioning a business or protecting their assets. At Truist, we believe in the power of a collaborative team of specialists to help you increase your chances of reaching your financial goals. For my many years of serving families in finance, I have learned that money is never the driver. Money is simply a tool that supports our drive to fulfill needs, support our families and impact the world we wish to create outside of the office. I enjoy reading and writing books, spending time with my family and exercising, using my time and talent to positively impact lives. Now, that's my purpose. Everyone has a vision and a purpose, I can't wait to hear yours.