Background
Stephanie Clay is a Senior Vice President, Medical Wealth Advisor with Truist Bank Wealth Management. Stephanie Clay is aligned with the Medical Specialty Group, whose sole focus is offering medical professionals’ advice on financial planning, investment management, credit, and deposit solutions.
Stephanie focuses on high-net-worth physicians introducing strategies to pursue distinct wealth management and wealth preservation goals. She also has experience in understanding the complexities of physicians and their practice groups.
Stephanie Clay has over 20 years of experience in Wealth Management and Corporate Bank. Her banking experience includes risk management, asset management, wealth planning, and structured credit products. Stephanie also has experience collaborating with physicians transitioning into their retirement phase.
Prior to joining Truist Bank, Stephanie Clay was a Private Client Advisor with Bank of America, offering a full suite of wealth management products to ultra-high-net-worth clients. During her 20 years in banking, she has gained experience and exposure to different types and levels of corporate and wealth management transactions. As a result, she works in concert with you and your family to help identify and create a road map to address your family’s financial goals.
Stephanie Clay attended Texas A&M University-Corpus Christi, where she received her Master of Business Administration, and Clark Atlanta University, where she received her Bachelor of Science in Finance and a minor in Accounting.
Registered Representative, Truist Investment Services, Inc., Investment Adviser Representative, Truist Advisory Services, Inc.
Check the background of this investment professional on
FINRA's BrokerCheck