Physician wealth management, Doctor wealth management, Practice, Medical Specialty Group, Wealth Man

Medical Specialty Group

As an active physician or partner in a medical practice, you understand the importance of sound financial advice in helping you address your evolving needs and challenges. And you know that advice should be grounded in specialized and up-to-date knowledge of physician wealth management.

Whatever your particular needs, our commitment to you embodies four key attributes.

  1. A lifelong resource: SunTrust can offer essential financial advice throughout your career, from buying your first home and joining a practice to growing your practice and planning for retirement.
  2. Specialists serving specialists: Our medical specialty group advisors focus exclusively on physicians and medical practices.
  3. Assessing and advising: Supported by a broad network of specialists, our team of experts works together to offer you the appropriate mix of products, strategies and solutions.
  4. A personal connection: SunTrust's Medical Specialty Group advisors understand the importance of establishing trust with their clients.

Just think of all the financial needs that can arise during a lifetime of living and working in the medical profession. The SunTrust Medical Specialty Group offers a range of financial services and solutions designed to address the complex financial needs of physicians and medical practices.

Personal services:
  • Financial planning
  • Trust and estate administration
  • Personalized investment advisement1
  • Insurance planning2
  • Retirement plans for one-person
  • Equity lines/loans3
  • Mortgages for primary and secondary residences4
  • Personal banking services
Practice Services:
  • Commercial lines and loans3
  • Commercial mortgages3
  • Retirement plan consulting (401(k), profit sharing and pension)
  • Treasury and Payment Solutions
  • Practice banking services (checking, savings, money market accounts, debit and credit5 cards)6

1Offered through SunTrust Investment Services, Inc.

2Insurance products and services are offered by SunTrust Insurance Services, Inc., a licensed insurance agency.

3Subject to credit approval.

4Residential mortgage loans are offered through SunTrust Mortgage, Inc.

5SunTrust Credit Cards are issued by SunTrust Bank. All credit cards are subject to credit approval.

6Deposit products are offered through SunTrust Bank, Member FDIC.

Contact Us

To speak with a Private Wealth Management advisor:

  • 866.495.5416

Investment and Insurance Products:

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

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Services provided by the following affiliates of SunTrust Banks, Inc.: Banking products and services are provided by SunTrust Bank, Member FDIC. Trust and investment management services are provided by SunTrust Bank, SunTrust Delaware Trust Company and SunTrust Banks Trust Company (Cayman) Limited. Securities, brokerage accounts and insurance (including annuities) are offered by SunTrust Investment Services, Inc., a SEC registered broker-dealer, member FINRA, SIPC, and a licensed insurance agency. Investment advisory services are offered by SunTrust Advisory Services, Inc., and GenSpring Family Offices, LLC, each of which is registered as an investment adviser with the U.S. Securities and Exchange Commission. Mortgage products and services are provided by SunTrust Mortgage, Inc.

SunTrust Mortgage, Inc. - NMLS #2915, 901 Semmes Avenue, Richmond, VA 23224, 1‐800‐634‐7928. CA: licensed by the Department of Business Oversight under the California Residential Mortgage Lending Act, IL: Illinois Residential Mortgage Licensee #MB‐989, Department of Financial and Professional Regulation, 100 W. Randolph, Suite 900, Chicago, IL 60601, 1‐888‐473‐4858, MA: Mortgage Lender license #‐ML‐2915, NJ: Mortgage Banker License ‐ New Jersey Department of Banking and Insurance, NY: Licensed Mortgage Banker—NYS Department of Financial Services, and RI: Rhode Island Licensed Lender.

"SunTrust Advisors" may be officers and/or associated persons of the following affiliates of SunTrust Banks, Inc.: SunTrust Bank, our commercial bank, which provides banking, trust and asset management services; SunTrust Investment Services, Inc., a registered broker-dealer, which is a member of FINRA and SIPC, and a licensed insurance agency, and which provides securities, annuities and life insurance products; SunTrust Advisory Services, Inc., a SEC registered investment adviser which provides Investment Advisory services.

SunTrust Private Wealth Management, International Wealth Management, Business Owner Specialty Group, Sports and Entertainment Group, and Legal and Medical Specialty Groups are marketing names used by SunTrust Bank, SunTrust Banks Trust Company (Cayman) Limited, SunTrust Delaware Trust Company, SunTrust Investment Services, Inc., and SunTrust Advisory Services, Inc.

SunTrust Bank and its affiliates do not accept fiduciary responsibility for all banking and investment account types offered. Please consult with your SunTrust representative to determine whether SunTrust and its affiliates have agreed to accept fiduciary responsibility for your account(s) and if you have completed the documentation necessary to establish a fiduciary relationship with SunTrust Bank or an affiliate. Additional information regarding account types and important disclosures may be found at\investmentinfo.

SunTrust Robinson Humphrey is the trade name for the corporate and investment banking services of SunTrust Banks, Inc. and its subsidiaries, including SunTrust Robinson Humphrey, Inc., member FINRA and SIPC.