Find an advisor for your wealth planning.

Physicians

What sets us apart? Not only are our advisors skilled in our profession—we’re also deeply knowledgeable and well-versed in the subtleties and complexities of physicians and their practice groups.

Your Truist Wealth plan is as unique and dynamic as you are.

Your story. Our special blend of advice, tools, and strategies. Combined, they’re a catalyst for greater financial confidence and clarity. And modeled to help you visualize the possibilities within your grasp—and for generations to come.

Learn more about Truist Wealth plans.

Wealth medical specialty banking benefits

Truist MarqueeSM Checking has exclusive account features to help you manage your banking seamlessly.

Waived monthly maintenance fee for Truist Wealth clientsDisclosure 5

Optional sweep programs that automatically sweep surplus checking funds into an eligible Truist Money Market or brokerage account.Disclosure 6

Earn interestDisclosure 7

More benefits

  • Higher transaction limits on ATM withdrawals and debit card spending. Eligible clients can also receive higher mobile check deposit and Zelle® transfer limits.Disclosure 8, Disclosure 9
  • Waived monthly maintenance feeDisclosure 10 for related Truist One® Checking, Truist One® Savings, or Truist One® Money Market accounts.
  • No fees on overdrafts, stop payments, money orders, official checks, and wire transfers.

Wealth management that’s as mobile as you are

Easily view and interact with all your Truist investment accounts when you use our digital banking tools.

Learn more about Wealth Management banking.

Get organized.

Your entire financial picture all in one place. Up-to-date information about your bank and investment accounts. Track progress to your financial plan.

View your investments.

Track and interact with your portfolio using custom account groups and portfolio-level reporting, including transaction history.

Enjoy security.

Multi-layered technology strategy, plus dedicated teams to help protect your finances from fraud and other security threats.

Risk management solutions

Protecting what you truly care about. Your loved ones. Your assets. Your lifestyle. We’ll create a customized plan for every phase and aspect of your life.

  • Life
  • Disability
  • Vehicle
  • Property and casualty

Lending solutions

A strategic approach to credit can be an integral component of your overall financial plan.

  • Credit solutions
  • Real-world strategic solutions
  • Discount pricing
  • Lowest Truist Wealth rates on loans for almost anything with the LightStream Loan

Wealth medical mortgage benefits

Purchasing or remodeling a home? Together, let’s review the available options to identify your best funding solution. Our dedicated teams can help streamline your application and approval process.

No charge

  • No maximum loan amounts
  • No required private mortgage insurance

Rates

  • Interest rate discount for refinances, new home purchases, and investment propertiesDisclosure 1
  • Fixed- and adjustable-rateDisclosure 2 mortgage products, including interest-only options.Disclosure 3

Financing

  • Competitive financing for your primary residence
  • Financing for foreign nationals availableDisclosure 4

Ready to get started?

Tell us a little about your practice and specialty so we can match you with one of our specialists.

Contact us

Already a Wealth client?

Make an appointment.

866-841-4127 

Call us.

Medical@truist.com

Ready to get inspired?

The articles in Truist Perspectives offer a window into what’s working for investors, communities, businesses, and markets.

Dive deeper to learn more about Truist Perspectives.

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

Our new podcast features Truist Wealth's Head of Investment Management, Oscarlyn Elder. Join us for a discussion on how to focus on what really matters.

Tune in to listen to Oscarlyn Elder's podcast.

Watch the “Small Business, Big Heart” web series.

See how our clients are going above and beyond to serve our communities.test

 

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 about 5 tips for young doctors to help save for tomorrow.
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Disclosure 1 Rates for Wealth Mortgage include special incentives reserved for clients who have a banking relationship with Truist Bank. The borrower must have or establish a Truist checking account. SurePay must be set up in conjunction with the aforementioned Truist checking account, and the applicable deposit funds must be at Truist Bank at time of origination. Sufficient funds must be in your bank account at time of automatic debit

Disclosure 2 Adjustable Rate Mortgage (ARM) products have interest rates that may increase after consummation.

Disclosure 3 Monthly payments of interest only will not reduce the principal owed.

Disclosure 4 Foreign nationals are not eligible for Wealth Mortgage in transitional markets.

Disclosure 5 Truist Wealth Relationship Requirements: $1,000,000 of personal qualified investment assets at Truist or qualification for Specialty Wealth Medical, Legal, Sports & Entertainment, or International criteria.

Disclosure 6 For excess cash balances, clients may elect to participate in either (i) a bank deposit Money Market Account sweep program currently offered by Truist Bank or (ii) the applicable cash sweep feature assigned to their designated TIS brokerage account in accordance with the TIS Truist Sweep Program. For additional information, see (i) the Bank Services Agreement (Truist Bank Option), or (ii) Truist Sweep Program Disclosure Statement (TIS Brokerage Account Option).

Disclosure 7 Interest is calculated and compounded daily on the collected balance and credited to your account monthly. Fees may reduce earnings. Interest rates are variable and can change at any time at the bank’s discretion. All interest rates have a corresponding annual Percentage Yield (APY).

Disclosure 8 For your protection, Zelle® should only be used to send money to friends, family, and other people or businesses you trust. Payments made with Zelle® are like sending cash and may not be able to be recovered. Enrollment with Zelle® through Truist Online or Mobile banking is required. A U.S. checking or savings account is required to use Zelle®. Transactions typically occur in minutes when the recipient’s email address or U.S. mobile number is already enrolled with Zelle®. To send and receive money with a small business, both parties must be enrolled in Zelle® directly through their financial institution's online or mobile banking experience. For more information, view the Truist Online and Mobile Banking Service Agreement. Availability may be affected by your mobile carrier's coverage area. Your mobile carrier’s message and data rates may apply. Zelle and the Zelle related marks are wholly owned by Early Warning Services, LLC and are used herein under license.

Disclosure 9 Mobile deposit is only available through the Truist mobile app. Deposit limits and other restrictions apply. Availability may be affected by your mobile carrier’s coverage area. Your mobile carrier’s message and data rates may apply.

Disclosure 10 Related accounts: Automatically include all applicable accounts associated with primary and secondary account owners.

Disclosures

Truist Bank, Member FDIC. © 2026 Truist Financial Corporation. Truist, the Truist logo, Truist Purple, Truist One, Truist Marquee, LightStream, and the LightStream logo 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

TRUIST is a service mark of Truist Financial Corporation (Truist) and its affiliates.

Services provided by Truist Financial Corporation (Truist) affiliates: Banking products and services, including loans and deposit accounts, provided by Truist Bank, Member FDIC. Trust and investment management services provided by Truist Bank. Securities, brokerage accounts and/or annuities offered by Truist Investment Services, Inc., an SEC registered broker-dealer, and member FINRA and SIPC, and a licensed insurance agency. Investment advisory services offered by Truist Advisory Services, Inc. and GFO Advisory Services, LLC, SEC registered investment advisers. Some insurance products offered by Truist Investment Services, Inc. Other insurance products offered by Marsh & McLennan Agency, LLC (as successor in interest to McGriff Insurance Services, LLC) CA License #0H18131, Kensington Vanguard National Land Services, and Crump Life Insurance Services. Truist Life Insurance Services (TLIS) is a division of Crump, Arkansas License #100103477. Variable insurance material is for broker-dealer or registered representative use only. Variable products distributed by P.J. Robb Variable, LLC, Arkansas License #100110185. Member FINRA.

Marsh & McLennan Agency LLC, Kensington Vanguard National Land Services, Crump Life Insurance Services, Truist Life Insurance Services, and P.J. Robb Variable, LLC are not affiliated with Truist Financial Corporation or any of its subsidiaries.

Truist Securities is a trademark of Truist Financial Corporation. Truist Securities is a trade name for the corporate and investment banking services of Truist 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.

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.

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. Please note that Truist provides translations of webpages, documents and disclosures as a courtesy and in the event of any inconsistencies or discrepancies between the English content and the translated content, the English content supersedes the translation. Truist offers phone support 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.

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

The Consumer Finance Protection Bureau (CFPB) also provides additional resources for homeowners seeking payment assistance in select languages at: https://www.consumerfinance.gov/housing/housing-insecurity/help-for-homeowners/

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