Travis Jones

Travis M. Jones
Medical Relationship Manager Truist Bank

611 W 5th St

2nd Floor,

Austin, TX 78701-2701

About me

Background

I’m a Vice President, Medical Relationship Manager in the Medical Specialty Group of Truist Bank. I offer clients more than 15 years of financial services experience— the past 10 years dedicated exclusively to private, for-profit, physician-led healthcare. I work with physicians and their practices to provide access to an industry team whose sole focus is to bring comprehensive and highly customized corporate and personal financial solutions.

Our team believes in a 360-degree approach to the physician practice, delivering fluency in the business of medicine. We work with medical practices with net patient revenues of $5 million and above, delivering a customized approach to financing and capital structure, revenue cycle management, treasury and liquidity, risk management, investment banking, and physician wealth management and succession planning.

I began my career with BB&T Bank in Austin, TX where I focused on the healthcare market. I have a deep respect and love of the medical industry, and helping those who work in it.

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

BBA Business Management
Texas State University 1996 2000
BBA Business Marketing
Texas State University 1996 2000

Personal Interests

I’ve served on many boards that assist youth in my local community, as well as civil service organizations, such as MADD of Central Texas.

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.

  • Specialized wealth, investment, insurance, banking, and borrowing solutions for physicians

  • Top-notch service delivery and support for the private banking and/or wealth needs of business owners.

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

  • Specialized wealth, investment, insurance, banking, and borrowing solutions for medical practices

To
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