Sarah Welch

Sarah W. Welch, CFP®, CEPA
Senior Vice President Medical Wealth Advisor Truist Bank

Truist Plaza

303 Peachtree St,

Floor 31,

Atlanta, GA 30308-3200

sarah.welch@truist.com

Phone 404-813-8936

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About me

Background

Sarah Welch is a CERTIFIED FINANCIAL PLANNER™, Certified Exit Planning Advisor (CEPA™), and Wealth Advisor with over 20 years of experience building and leading high-performing teams to deliver tailored wealth management solutions and exceptional client experiences.
 
Sarah is dedicated to helping clients achieve their financial goals, support their families, grow their businesses, and establish a clear roadmap for purpose, security, continuity, or transition. Her greatest strengths are her genuine care for clients, active listening, strategic financial planning, and collaboration with a team of specialists to deliver meaningful results.

As a Medical Wealth Advisor with Truist’s Medical Specialty Group, Sarah works exclusively with healthcare executives, healthcare business owners, physicians, and family offices, providing white-glove service across banking, complex lending, and wealth management solutions. She has a deep understanding of the unique challenges and opportunities that come with wealth and business transitions and is committed to building the right team, providing the right advice at the right time, and guiding families through critical decisions with confidence and clarity. 

#PurposeDriven believer in #UnstoppableTogether

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

Bachelor of Science in Finance
Florida State University 1997 2001

Personal Interests

Sarah is rooted in family, faith, philanthropy, & purpose-driven leadership.  She enjoys fitness, music, theatre, sports, speaking, reading, writing, and anything with her husband and daughter.

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.

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

  • Wills; trust, estate, gift, wealth transfer, and generation-skipping tax planning; estate administration and settlement; and more

  • Philanthropic strategies, charitable structure evaluation, private foundations and grant management, donor advised funds

  • Trust formation and planning strategies, corporate trustee and executor services, trust administration and management, successor and irrevocable life insurance trustee, Delaware and dynasty trusts

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

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

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

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

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

Accomplishments

Purpose to Performance*
Truist 2024
*The Truist Performance Award is awarded to advisors to formally recognize the exceptional contributions of teammates who consistently go above and beyond to deliver on our Purpose, our Brand, our Performance Promise, and revenue.

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