Shane Fitzpatrick

Shane Fitzpatrick
Vice President Medical Wealth Advisor Truist Bank

1 E Jefferson St

3rd Floor,

Brooksville, FL 34601-2622

Shane.fitzpatrick@truist.com

Phone 352-754-5608

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About me

Background

Shane Fitzpatrick is a Medical Wealth Advisor that began his career with Truist Bank in 2006. He joined the Medical Specialty Group in 2013 where he specializes in working with our high-net-worth physicians and their families by guiding them through a team-based approach to wealth management that focuses on financial planning, investment management, insurance strategies, strategic credit, and estate planning. 

As a Medical Wealth Advisor, Shane works with a team of financial professionals whose primary focus is to bring comprehensive and highly customized personal financial solutions to physicians and their families by listening intently to their own unique situation and helping define their personal goals. Together, they develop holistic financial plans that provides a roadmap to help his clients achieve those short-term and long-term goals.

Shane recognizes the importance of the client experience and is highly attentive to his client’s needs. By holding himself accountable to a high standard, clients can focus on the things that matter most in their lives.

Registered Representative, Truist Investment Services, Inc., Investment Adviser Representative, Truist Advisory Services, Inc.
Check the background of this investment professional on FINRA's BrokerCheck

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.

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

  • Top-notch service delivery and support for the private banking 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

Locations

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