Stephanie Clay

Stephanie Clay
Senior Vice President Medical Wealth Advisor

1400 Post Oak Blvd

Suite 650,

Houston, TX 77056-3002

About me

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

Education

Master of Business Administration
Texas A&M University-Corpus Christi 2023
Bachelor of Science in Finance
Clark Atlanta University 2001

Personal Interests

Stephanie serves the community well by offering financial literacy to the youth and partnering with her sorority and local boards on various community service-oriented projects. 

Additionally, she enjoys spending time with the family creating memories through traveling and attending sporting events with her son. 

Specialties

  • 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

Hello, my name is Stephanie Clay. I’m a senior vice president, medical wealth advisor with Truist Wealth. I focus solely on advising physicians in private practice as well as those associated with well-known hospitals. I’m located in Houston, TX, at the heart and backbone of the local medical community. When I first thought of becoming an advisor, I knew I wanted to be a listener, a coach, a counselor in all things related to financial health. The beginning of my banking career started 20 plus years ago on the corporate banking side of the house structuring highly complex real estate transactions for large publicly traded and privately held companies. Within the last seven years, I transitioned to Private Bank where my focused shifted to managing wealthy individuals/families who have come into to wealth through liquidity events or family legacy. As a medical wealth advisor my primary focus is consulting physicians in all stages of their careers–from opening their first practice to positioning the practice to be sold to private equity or the successor of the practice. I also advise physicians on the disciplines around creating and sustaining wealth through financial planning, investment management, and credit solutions–from primary residential loans to medical buy-in loans. My clients rely on -me to listen between the lines and focus on the facts as well as give attention to the emotional side of financial planning. I lead a team of financial specialists whose sole focus and expertise is understanding the financial spectrum of the healthcare industry. My team is comprised an investment specialist, trust officer and estate planning attorney, a medical relationship manager focusing on traditional banking and credit needs of a private practice. Our team cares. We've fostered a collaborative culture of financial specialists who make it their business to listen—and truly understand you—at the outset. When I’m not working with clients, I’m on the golf course, playing soccer with my son or winding down with girlfriends. All of our clients have their own unique vision. We can’t wait to hear yours!

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