Financial Planning for Doctors

Caring for you as you care for others.

You spend your life looking out for the well-being of others – not just your patients, but your immediate and often your extended family. Isn’t it time a specialist looked out for your interests for a change?

With nearly 100 employees working in our private wealth medical specialty group, along with a team of dedicated medical practice credit specialists, SunTrust is uniquely suited to address the challenges of managing the personal wealth of physicians and medical professionals as well as addressing the cash flow complexities associated with your running your practice.

Solutions for your personal wealth.

Whether you are starting your career or are a well-established practitioner, find out more about how your SunTrust advisor can help you address a wide array of wealth needs:

Solutions for your practice.

From cash cycle management and advanced treasury products designed specifically for medical practice clients, to strategies and solutions that generate increased efficiencies in your receivables and payables, our advisors can help alleviate your most pressing practice concerns. And our dedicated real estate specialists are ready to advise on any purchase/lease decisions.

Articles and resources that can help you on your journey.

A special loan program from SunTrust Mortgage provides multiple financing options and preferred terms to help you manage your personal and professional expenses.


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SunTrust eClaim Revenue Gateway® can give your practice a competitive advantage with faster claims, faster payments and critical workflow efficiencies.


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Wealth Management Resource Center

  • Market Perspective

    SunTrust Private Wealth Management’s Market Perspective provides a view of the latest market events. Read the most recent report here.

  • Investing Amid a Carousel of Concerns

    The Carousel of Concerns, a mainstay of this bull market, continues to turn. As one worry recedes and another comes to the forefront, we anticipate modestly positive year ahead. Here are the key themes to watch out for in 2019.

  • SunTrust Investment Advisory Group: Weekly Market Monitor

    The SunTrust Weekly Market Monitor provides a view of last week’s market events.

  • CNBC: “Intense buying” suggests a path higher

    Chief Market Strategist Keith Lerner appeared on CNBC’s “Squawk on the Street” to discuss trade headlines, expectations going forward, S&P forward earnings estimates and more.

  • CNBC: Tariff Uncertainty Drives Market

    Chief Market Strategist Keith Lerner joined CNBC’s “Squawk on the Street” to discuss recent market choppiness, trade concerns, and our current view of the US economy.

  • Contact Us

      To speak with a Private Wealth Management advisor.