Stephanie Clay

Stephanie Clay
Senior Vice President Medical Wealth Advisor Truist Bank

1400 Post Oak Blvd

Suite 650,

Houston, TX 77056-3002

Stephanie.clay@truist.com

Phone 512-354-8668

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About me

Background

Stephanie Clay is a Senior Vice President and Medical Wealth Advisor with Truist Wealth Management. Stephanie Clay is aligned with the firm’s Medical Specialty Group, whose sole focus is offering physicians and physician owned practices wealth management advice on financial planning, investment management, structured credit solutions, and liquidity management.

Stephanie specializes in advising high-net-worth physicians and physician-led practices, helping them implement comprehension wealth strategies designed to support long-term growth, preservation of capital, and multigenerational financial complexities physicians face throughout their careers-from practice growth and liquidity planning for retirement transitions.

With more than 20 years of experience in wealth management and corporate banking.  Stephanie has extensive experience in risk management, asset management, wealth planning, and structured credit solutions. She is particularly experienced in guiding physicians through key financial milestones, including practice development, investment strategy, and retirement readiness.

Prior to joining Truist, Stephanie served as a Private Client Advisor at Bank of America, where she advised ultra-high-net-worth clients and delivered comprehensive wealth management solutions. Throughout her career, she has collaborated with individuals, families, and business owners to develop strategic financial roadmaps aligned with their long-term goals.

Stephanie earned her Master of Business Administration from Texas A&M University and her Bachelor of Science in Finance, with a minor in accounting, from Clark Atlanta University.

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 is actively engaged in her community, promoting financial literacy among youth and partnering with her sorority and local boards on initiatives that support education, economic empowerment, and community development.

Outside of her professional and community commitments, Stephanie values time with her family.  She enjoys traveling and creating lasting memories while supporting her son in sport events.

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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