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Medical specialty group

Customized solutions for physicians and medical practices

Streamlined wealth management and medical practice solutions through dedicated planning, proactive advice, sophisticated financial solutions, and guidance.

Which one are you?

Physician

  • Personalized financial planning
  • Investment Management
  • Custom banking and lending solutions
Next step about risk management solutions

Medical practice

  • Capital structure
  • Risk management
  • Revenue cycle management
Next step about lending solutions.

Your time, your place

Our dedicated Wealth medical advisors and practice relationship managers understand the unique needs of physicians and their practices for comprehensive financial management—while respecting the value of their time.

Working exclusively with physicians and practices, our team provides customized advice and access to elite solutions, industry aligned specialists, and support services.

Contact us

Already a client? Call us at 866-841-4127 or email Medical@truist.com.

Not yet a client? Let’s get started. Just provide a few pieces of information, and a carefully chosen specialist will follow up according to your preference. All fields are required unless indicated as optional.

Business Transition Advisory Group

We’ll help you start—and complete—the planning and transition process.

Learn more about Business Transition Advisory Group.

I’ve been meaning to do that: From purpose to action

Our new podcast features Truist Wealth’s Co-Chief Investment Officer, Oscarlyn Elder. Join us for a discussion on how to focus on what really matters.

Tune in to the Truist financial planning podcast.

5 tips for young doctors to help save for tomorrow

It all starts with thoughtful, comprehensive long-term financial planning. Check out these five simple guardrails to help keep you moving in the right direction.

Read more to about 5 tips for young doctors to help save for tomorrow.

Thought leadership

Ready to get inspired?

The articles in Truist Perspectives offer a window into what’s working for investors, communities, businesses, and markets. Ignite your potential and broaden your horizons with these useful tools, tactics, and ideas.

Dive deeper to learn more about Truist Perspectives.

Additional recommendations

Wealth Money Market Account

Build your savings balance while earning a competitive interest rate.

Wealth Checking

Enjoy the perks of a premium checking account with a superior combination of features and
benefits.

Wealth Credit Card

Get enhanced rewards, attentive service, and more with a card that exceeds your expectations.

Two great online investing options

Would you prefer a self-directed account? Or one with access to financial advice when you need it?

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Disclosures

Truist Bank, Member FDIC. © 2023 Truist Financial Corporation. Truist, the Truist logo and Truist Purple are service marks of Truist Financial Corporation.

Equal Housing Lender

Investment and Insurance Products:

  • Are Not FDIC or any other Government Agency Insured
  • Are Not Bank Guaranteed
  • May Lose Value

Services provided by the following affiliates of Truist Financial Corporation (Truist): Banking products and services, including loans and deposit accounts, are provided by Truist Bank, Member FDIC. Trust and investment management services are provided by Truist Bank, and Truist Delaware Trust Company. Securities, brokerage accounts and /or insurance (including annuities) are offered by Truist Investment Services, Inc., and P.J. Robb Variable, LLC., which are SEC registered broker-dealers, members  FINRA SIPC and a licensed insurance agency where applicable. Investment advisory services are offered by Truist Advisory Services, Inc., GFO Advisory Services, LLC, Sterling Capital Management, LLC, and Precept Advisory Group, LLC, each SEC registered investment advisers. Sterling Capital Funds are advised by Sterling Capital Management, LLC. Insurance products and services are offered through McGriff Insurance Services, LLC. Life insurance products are offered through Truist Life Insurance Services, a division of Crump Life Insurance Services, LLC, AR license #100103477. Both McGriff and Crump are wholly owned subsidiaries of Truist Insurance Holdings, LLC.

Mortgage products and services are offered through Truist Bank. All Truist mortgage professionals are registered on the Nationwide Mortgage Licensing System & Registry (NMLS), which promotes uniformity and transparency throughout the residential real estate industry. Search the NMLS Registry.

Comments regarding tax implications are informational only. Truist and its representatives do not provide tax or legal advice. You should consult your individual tax or legal professional before taking any action that may have tax or legal consequences.

"Truist Advisors" may be officers and/or associated persons of the following affiliates of Truist, Truist Investment Services, Inc., and/or Truist Advisory Services, Inc. Truist Wealth, International Wealth, Center for Family Legacy, Business Owner Specialty Group, Sports and Entertainment Group, and Legal and Medical Specialty Groups are trade names used by Truist Bank, Truist Investment Services, Inc., and Truist Advisory Services, Inc.

Truist Securities is a trademark of Truist Financial Corporation. Truist Securities is a trade name for the corporate and investment banking services of Truist Financial Corporation and its subsidiaries. All rights reserved. Securities and strategic advisory services are provided by Truist Securities, Inc., member FINRA and SIPC. Lending, financial risk management, and treasury management and payment services are offered by Truist Bank. Deposit products are offered by Truist Bank.

Applications, agreements, disclosures, and other servicing communications provided by Truist Bank and its subsidiary businesses will be provided in English. As a result, it will be necessary for customers to speak, read and understand English or to have an appropriate translator assisting them. Truist offers the following resources for consumers that have Limited English Proficiency:

  • Multilingual teammates available at our Multicultural Banking Centers
  • Materials for some products and services are available in Spanish, Korean, Vietnamese, Mandarin, and other languages spoken in the communities we serve.
  • Phone assistance in Spanish at 844-4TRUIST (844-487-8478), option 9. For assistance in other languages please speak to a representative directly.

New York City residents:

Translation or other language access services may be available. When calling our office regarding collection activity, if you speak a language other than English and need verbal translation services, be sure to inform the representative. A description and translation of commonly-used debt collection terms is available in multiple languages at http://www.nyc.gov/dca.

  • Limited English Proficiency Support
  • New York City residents

Borrowers with Limited English Proficiency (LEP) needing information can use the following resources:

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