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 and trust products, including investment advisory products and services, are provided by SunTrust Bank, member FDIC; securities, insurance (including annuities), and other investment products and services are provided by SunTrust Investment Services, Inc.; investment advisory products and services are offered by SunTrust Investment Services, Inc.; mortgage products and services are provided by SunTrust Mortgage, Inc.

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"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., an SEC registered investment adviser and broker-dealer, which is a member of FINRA and SIPC, and a licensed insurance agency, and which provides securities, annuities and life insurance products, and other investment 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 Banks, Inc. and SunTrust Investment Services, Inc.

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.