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 works exclusively with healthcare executives, physician leaders, healthcare business owners, founders, and family offices, helping them navigate complex financial decisions and significant life transitions.

At the highest levels of success, the challenge is rarely access to advice—it's coordination. Many of Sarah's clients have multiple advisors, competing priorities, sophisticated compensation structures, business interests, and evolving family dynamics. Her role is to help bring clarity across those moving pieces so clients can make thoughtful, value-added decisions.

Sarah begins with listening. By understanding what matters most to her clients—their family, values, career, business, and long-term objectives—she helps build integrated strategies that connect financial decisions to broader life goals.

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 also coordinates a team of specialists across investments, banking, lending, trust services, risk management, family governance, and transition planning, while working closely with clients' CPAs and attorneys.

With more than 20 years of experience serving high-net-worth and multigenerational families, Sarah believes that some of the most important financial decisions are not simply about money. They are about creating options, caring for the people who matter most, supporting meaningful causes, and building a legacy that extends beyond financial outcomes.

Based in Atlanta, Sarah is passionate about helping healthcare leaders align their purpose, personal wealth, and professional mission so they can focus on what they do best—improving lives, strengthening communities, and creating 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

Personal Interests

Sarah is rooted in family, faith, philanthropy, & purpose-driven leadership.  She enjoys fitness, music, theatre, sports, speaking, reading, writing, and anything with her husband and daughter.

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

Accomplishments

Purpose to Performance*
Truist 2024 Internal
Elite Advisor Performance**
Truist 2025 Internal
*The Truist Performance Award is awarded to advisors to formally recognize the exceptional contributions of teammates who consistently go above and beyond to deliver on our Purpose, our Brand, our Performance Promise, and revenue.

**The Truist Performance Award is awarded to advisors to formally recognize the exceptional contributions of teammates who consistently go above and beyond to deliver on our Purpose, our Brand, our Performance Promise, and revenue.

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