Sarah Welch

Sarah W. Welch, CFP®
Senior Vice President Medical Wealth Advisor Truist Bank

303 Peachtree St NE

31st Floor,

Atlanta, GA 30308-3200

About me

Background

Sarah is a Wealth Advisor and CERTIFIED FINANCIAL PLANNER™ with the Medical Specialty Group of Truist Wealth, a specialized division within the bank that works exclusively with physicians, healthcare executives, and their medical practices. Sarah has more than 20 years of experience helping individuals, families and businesses articulate their wealth goals while leading the planning necessary to help increase chances of success. 

Sarah creates a client experience allowing her and the team to listen to you and your family to ensure she clearly understands how to deliver the best advice. By using innovative approaches, such as the listening card experience*, she can better understand and cover a wide variety of wealth issues. She then builds a collaborative team of specialists to help solve for financial issues you face along your wealth journey. Sarah thoroughly assesses cash flow, credit utilization, investments, relevant business growth and/or transition needs, risk, and related tax/estate issues**, to identify their correlation and direct impact on both your short- and long-term goals.  

Sarah has a keen understanding that physicians are busy, have unique needs and challenges, and want advisors to make their lives easier. She and her team seek to deliver the best value with each investment of your time. Her aim is to build meaningful and trusted relationships with her clients and provide a best-in-class service experience.

*We believe that listening is the foundation of our relationship with you and your family. Our listening experience is designed to help you and your family have a discussion that covers a broad set of wealth issues.

** Truist and its representatives do not provide tax or legal advice. You should consult your individual tax or legal professional before taking any action that may have tax or legal consequences.

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 Science in Finance
Florida State University 1997 2001

Personal Interests

Outside of the office, Sarah enjoys spending quality time with her family, reading and writing books, and exercising. She has been a Big Sister for over 15 years and volunteers frequently with children at her church. She has found passion and purpose in helping launch and support The Stafford Boxing Club mentoring program, which is a non-profit organization dedicated to empowering at-risk youth, fostering mindsets to become influential leaders. In all areas of her life, she aims to inspire motivation and foster excellence, creating a “Community of Champions.” 
Everyone has a Vision… and a Purpose.

Sarah can’t wait to hear yours!

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

  • 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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About Our Process

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.

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