Background
Stephanie Clay is a Senior Vice President and Medical Wealth Advisor at Truist Bank Wealth Management with the Medical Specialty Group. She works exclusively with medical professionals offering financial planning, investment management, credit, and deposit solutions. She focuses on high-net-worth physicians to create strategies for pursing distinct wealth management goals. Stephanie is knowledgeable and well versed in the complexities of physicians and their practice group.
Stephanie Clay assembles a team of financial specialist to include Medical Relationship Managers whose sole focus is the physician’s private practice. The team also includes a portfolio manager and a trust and estate officer.
Stephanie Clay has over 20 years of experience in Wealth Management and Corporate Bank, her banking experience includes highly complex commercial real estate transactions, managing assets post liquidity events and working closely with physicians on opening their first practice and purchasing their first home.
Prior to joining Truist Bank, Stephanie Clay was a Private Client Advisor with Bank of America offering a full suite of wealth offerings to ultra-high-net-worth clients. During her 20 years of experience, she gained experience in structuring leverage transactions, residential lending, aircraft lending, art lending and personal lines of credit.
Stephanie Clay attended 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.
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Personal Interests
Stephanie serves the community through education and sharing her time providing financial literacy to the youth. Additionally, she enjoys spending time with family, golfing, and playing soccer with her son.
