Sarah Welch

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

Truist Plaza

303 Peachtree St Ne,

Floor 31,

Atlanta, GA 30308-3200

sarah.welch@truist.com

Phone 404-813-8936

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About me

Background

Sarah Welch, CFP®, CEPA®, is a Senior Vice President and Wealth Advisor with Truist Wealth’s Medical Specialty Group. She advises healthcare executives, physician leaders, founders, and owners whose financial lives often extend well beyond traditional wealth management.
 
At advanced levels of professional and business success, the challenge is rarely access to advice. It is coordination across a broader financial ecosystem and anticipating how today's decisions, opportunities, and risks may shape tomorrow's outcomes. Many of Sarah's clients have multiple advisors, complex compensation, business interests, liquidity considerations, and evolving family-priorities. Sarah begins with a simple question: “What do you want your wealth to make possible?” By understanding what matters most, she helps clients align complex financial decisions with their family, business, values, and long-term vision.
 
As a CERTIFIED FINANCIAL PLANNER™ professional and Certified Exit Planning Advisor (CEPA®), Sarah advises clients on wealth planning, executive compensation, retirement-planning, business transition strategies, estate-planning, liquidity-events, and multigenerational wealth transfer. She coordinates specialists across investments, banking, lending, trust services, risk-management, family governance, and transition planning, while working closely with clients’ CPAs, attorneys, and other trusted-advisors.

For healthcare executives, physician leaders, founders, and business owners, Sarah’s value lies in her ability to serve as a strategic integrator across Truist Wealth, Commercial-Banking, Corporate-Banking, and Investment-Banking. Whether clients are growing a business, evaluating an acquisition, preparing for an ownership transition, monetizing equity, or planning for the next generation, Sarah helps bring the right capabilities, advisors, and resources to the table at the right time.
 
With more than 20 years of experience serving high-net-worth and multigenerational families, Sarah is passionate about helping healthcare leaders align their purpose, personal wealth, and professional mission so they can lead with well-being, care for their families, strengthen their businesses and communities, and create lasting-impact.

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

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

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

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

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

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

  • Guiding families with significant wealth to work together to develop strategies for sustaining wealth over time

  • Strategic, long-term planning solutions to drive growth, manage wealth, and provide an orderly transition of management and ownership

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

Accomplishments

Purpose to Performance*
Truist 2024 Internal
*The Truist Purpose to Performance Award is awarded internally to Truist teammates to formally recognize the exceptional contributions of teammates who deliver breakthrough performance beyond the expected scope of their role.

Locations

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