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Charles Jefts Medical Relationship Manager

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4777 Sharon Rd,

Charlotte, NC 28210



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Charles Jefts is a Vice President and Medical Relationship Manager with SunTrust Private Wealth Management. He offers clients more than ten years of financial services experience, with a team approach that brings together specialists in investments, financial planning, capital structure and operating efficiency. Charles is a native of Moreland, Georgia and is a graduate of the University of West Georgia. Charles is a patron of the Newnan Centre for Performing and Visual Arts, a Paul Harris Fellow and a committee member of the Healthcare Financial Managers Association.

As part of the Medical Specialty Group, Charles works with a team of experts whose sole focus is to bring comprehensive and highly customized business and personal financial solutions to successful physicians and practices in market. Together they develop a holistic approach which bridges the business and personal elements of the practice of medicine.

Charles' focus is advising medical clients on the development and implementation of capital structure, revenue cycle and investment strategies to help meet their immediate and future goals. Charles follows a disciplined process of assessing a practice's financial situation, determining risk tolerance and forming and executing an appropriate strategy. Charles also consults on operating efficiency, succession planning and other critical financial strategies.

SunTrust Private Wealth Management is part of SunTrust Bank, with a proud 120-year heritage of commitment to helping our clients manage their wealth and achieve their goals. We are committed to meeting the needs of our clients - by building and continually strengthening long-term relationships and by offering you comprehensive wealth management capabilities to meet your sophisticated and often complex needs. As your needs evolve, your team of experts and solutions will too, in order to address new challenges and opportunities.

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