SunTrust Launches Specialty Group for Physician & Medical Practice Financial Planning
Press release from the issuing company
Tuesday, June 24th, 2014
To better serve the specialized Private Wealth Management needs of medical practitioners, SunTrust Banks, Inc. has established a Medical Specialty Group of financial advisors with expertise in working with independent medical practices, owners, physicians and their families.
The Medical Specialty Group joins six other SunTrust specialized units dedicated to clients with specific needs, including: sports and entertainment; legal; business owners; international clients; corporate executives; and family wealth management.
"From helping a doctor in residency purchase a first home to navigating the challenges of owning an independent practice – and succession planning when it's time to retire – our advisors are positioned to help those in the medical industry no matter their financial need," said Jerry Coleman, SunTrust Medical Specialty Group executive and registered representative of SunTrust Investment Services, Inc.
Services offered through the Medical Specialty Group include investment management, commercial loans, commercial mortgages, financial planning, trust and estate administration, insurance planning, treasury and payment solutions, personal banking and more. For a full list of services or to contact an advisor, visit www.suntrust.com/wealthmanagement and click on Specialty Group Solutions.
SunTrust, which has retail operations throughout the Southeast and Mid-Atlantic, is committed to Lighting the Way to Financial Well-Being for its clients and communities.