News Releases

Back to News Releases

SunTrust Launches Specialty Group for Physician and Medical Practice Financial Planning

Jun 23, 2014

ATLANTA, June 23, 2014 /PRNewswire/ -- To better serve the specialized Private Wealth Management needs of medical practitioners, SunTrust Banks, Inc. (NYSE: STI) 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.

About SunTrust Banks, Inc.                    
SunTrust Banks, Inc., headquartered in Atlanta, is one of the nation's largest banking organizations, serving a broad range of consumer, commercial, corporate and institutional clients.  As of March 31, 2014, SunTrust had total assets of $179.5 billion and total deposits of $133 billion.  Through its flagship subsidiary, SunTrust Bank, the company operates an extensive branch and ATM network throughout the high-growth Southeast and Mid-Atlantic States and a full array of technology-based, 24-hour delivery channels.  The company also serves clients in selected markets nationally.  Its primary businesses include deposit, credit, trust and investment services.  Through its various subsidiaries, the company provides mortgage banking, asset management, securities brokerage, and capital market services.  SunTrust's Internet address is suntrust.com.

Investment and Insurance Products:

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

SunTrust Private Wealth Management Medical Specialty Group is a marketing name used by SunTrust Banks, Inc., and the following affiliates: Banking and trust products and services, including investment advisory products and services, are provided by SunTrust Bank. Securities, insurance (including annuities) and other investment products and services are offered by SunTrust Investment Services, Inc., an SEC registered investment adviser and broker-dealer, member FINRA, SIPC, and a licensed insurance agency.

SOURCE SunTrust Banks, Inc.

For further information: Angie Amberg, 404-813-1885


print email rss