Find an advisor for your wealth planning.

Physicians

What sets us apart? Not only are our advisors skilled in our profession—we’re also deeply knowledgeable and well-versed in the subtleties and complexities of physicians and their practice groups.

Your Truist Wealth plan is as unique and dynamic as you are.

Your story. Our special blend of advice, tools, and strategies. Combined, they’re a catalyst for greater financial confidence and clarity. And modeled to help you visualize the possibilities within your grasp—and for generations to come.

Learn more about Truist Wealth plans.

Wealth medical banking benefits

Simplify your financial life with top-tier products and services:

NO charge for money orders and official checks.

FREE money movement to other people with Zelle® through Truist online banking.Disclosure 5

FREE safe deposit box of any size.

More benefits

Wealth management that’s as mobile as you are

See your entire financial picture. Easily view and interact with all your investment accounts when you use our digital banking tools.

Learn more about Wealth Management banking.

Get organized.

View your customized plan, including your accounts and investments from any financial institution.

View your investments.

Keep tabs on your retirement, pension, or other investment accounts. Explore trade-offs to help you reach your financial goals.

Enjoy security.

Benefit from secure file-sharing and storage—with the ability to give secure access to authorized users.

Risk management solutions

Protecting what you truly care about. Your loved ones. Your assets. Your lifestyle. We’ll create a customized plan for every phase and aspect of your life.

  • Life
  • Disability
  • Vehicle
  • Property and casualty

Lending solutions

A strategic approach to credit can be an integral component of your overall financial plan.

  • Credit solutions
  • Real-world strategic solutions
  • Discount pricing
  • Lowest Truist Wealth rates on loans for almost anything with the LightStream Loan

Wealth medical mortgage benefits

Purchasing or remodeling a home? Together, let’s review the available options to identify your best funding solution. Our dedicated teams can help streamline your application and approval process.

No charge

  • No maximum loan amounts
  • No required private mortgage insurance

Rates

  • Interest rate discount for refinances, new home purchases, and investment propertiesDisclosure 1
  • Fixed- and adjustable-rateDisclosure 2 mortgage products, including interest-only options.Disclosure 3

Financing

  • Competitive financing for your primary residence
  • Financing for foreign nationals availableDisclosure 4

Ready to get started?

Tell us a little about your practice and specialty so we can match you with one of our specialists.

Contact us

Already a Wealth client?

Make an appointment.

866-841-4127 

Call us.

Medical@truist.com

Ready to get inspired?

The articles in Truist Perspectives offer a window into what’s working for investors, communities, businesses, and markets.

Dive deeper to learn more about Truist Perspectives.

I’ve been meaning to do that: From purpose to action

Our new podcast features Truist Wealth’s Co-Chief Investment Officer, Oscarlyn Elder. Join us for a discussion on how to focus on what really matters.

Tune in to listen to Oscarlyn Elder's podcast.

Watch the “Small Business, Big Heart” web series.

See how our clients are going above and beyond to serve our communities.test

 

5 tips for young doctors to help save for tomorrow

It all starts with thoughtful, comprehensive long-term financial planning. Check out these five simple guardrails to help keep you moving in the right direction.

Read more about 5 tips for young doctors to help save for tomorrow.
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Disclosure 1 Rates for Wealth Mortgage include special incentives reserved for clients who have a banking relationship with Truist Bank. The borrower must have or establish a Truist checking account. SurePay must be set up in conjunction with the aforementioned Truist checking account, and the applicable deposit funds must be at Truist Bank at time of origination. Sufficient funds must be in your bank account at time of automatic debit

Disclosure 2 Adjustable Rate Mortgage (ARM) products have interest rates that may increase after consummation.

Disclosure 3 Monthly payments of interest only will not reduce the principal owed.

Disclosure 4 Foreign nationals are not eligible for Wealth Mortgage in transitional markets.

Disclosure 5 Must have a bank account in the U.S. to use Zelle®. Transactions typically occur in minutes between enrolled users. If a recipient is not enrolled with Zelle, it could take 1 to 3 business days to receive the money once the enrollment is completed. To receive money in minutes, the recipient’s email address or U.S. mobile number must already be enrolled with Zelle. Transaction limitations apply.

Disclosure 6 Truist Wealth Mastercard World Debit Card – As a cardholder, you will not be held responsible for unauthorized transactions if you have used reasonable care in protecting your card from loss or theft, and you promptly reported loss or theft to Truist. Does not apply to certain prepaid cards, or corporate cards. Certain conditions and restrictions apply. Please see www.mastercard.us/zero-liability.html for details.

Disclosure 7 Additional Essential Checking accounts are available with no Monthly Maintenance Fee when linked to an Exclusive Checking account.

Disclosure 8 Mobile Banking: Truist does not charge a fee for the use of Truist Mobile Banking. If you do not already have a data plan with your wireless service provider, normal data rates will apply for each device used.

Disclosure 9 Mobile Deposit: Truist Mobile Deposit is available with iOS and Android Mobile Apps. Only for use in the United States and its territories.

Disclosures

Truist Bank, Member FDIC. © 2024 Truist Financial Corporation. Truist, the Truist logo and Truist Purple are service marks of Truist Financial Corporation.

Equal Housing Lender

Investment and Insurance Products:

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

Services provided by the following affiliates of Truist Financial Corporation (Truist): Banking products and services, including loans and deposit accounts, are provided by Truist Bank, Member FDIC. Trust and investment management services are provided by Truist Bank, and Truist Delaware Trust Company. Securities, brokerage accounts and /or insurance (including annuities) are offered by Truist Investment Services, Inc., and/or P.J. Robb Variable, LLC., which are SEC registered broker-dealers, members  FINRA, SIPC, and a licensed insurance agency where applicable. Investment advisory services are offered by Truist Advisory Services, Inc., GFO Advisory Services, LLC, Sterling Capital Management, LLC, and Precept Advisory Group, LLC, each SEC registered investment advisers. Sterling Capital Funds are advised by Sterling Capital Management, LLC. Insurance products and services are offered through McGriff Insurance Services, LLC. Life insurance products are offered through Truist Life Insurance Services, a division of Crump Life Insurance Services, LLC., AR license #100103477. Both McGriff and Crump are wholly owned subsidiaries of Truist Insurance Holdings, Inc.

Mortgage products and services are offered through Truist Bank. All Truist mortgage professionals are registered on the Nationwide Mortgage Licensing System & Registry (NMLS), which promotes uniformity and transparency throughout the residential real estate industry. Search the NMLS Registry.

Comments regarding tax implications are informational only. Truist and its representatives do not provide tax or legal advice. You should consult your individual tax or legal professional before taking any action that may have tax or legal consequences.

"Truist Advisors" may be officers and/or associated persons of the following affiliates of Truist, Truist Investment Services, Inc., and/or Truist Advisory Services, Inc. Truist Wealth, International Wealth, Center for Family Legacy, Business Owner Specialty Group, Sports and Entertainment Group, and Legal and Medical Specialty Groups are trade names used by Truist Bank, Truist Investment Services, Inc., and Truist Advisory Services, Inc.

Truist Securities is a trademark of Truist Financial Corporation. Truist Securities is a trade name for the corporate and investment banking services of Truist Financial Corporation and its subsidiaries. All rights reserved. Securities and strategic advisory services are provided by Truist Securities, Inc., member FINRA and SIPC. Lending, financial risk management, and treasury management and payment services are offered by Truist Bank. Deposit products are offered by Truist Bank.

Applications, agreements, disclosures, and other servicing communications provided by Truist Bank and its subsidiary businesses will be provided in English. As a result, it will be necessary for customers to speak, read and understand English or to have an appropriate translator assisting them. Truist offers the following resources for consumers that have Limited English Proficiency:

  • Multilingual teammates available at our Multicultural Banking Centers
  • Materials for some products and services are available in Spanish, Korean, Vietnamese, Mandarin, and other languages spoken in the communities we serve.
  • Phone assistance in Spanish at 844-4TRUIST (844-487-8478), option 9. For assistance in other languages please speak to a representative directly.

New York City residents:

Translation or other language access services may be available. When calling our office regarding collection activity, if you speak a language other than English and need verbal translation services, be sure to inform the representative. A description and translation of commonly-used debt collection terms is available in multiple languages at http://www.nyc.gov/dca.

  • Limited English Proficiency Support
  • New York City residents

Borrowers with Limited English Proficiency (LEP) needing information can use the following resources:

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