SunTrust Banks has created a medical specialty group of financial advisers to serve the private wealth management needs of medical practitioners.
The medical specialty group has expertise concerning independent medical practices, owners and physicians, according to a news release. Its services include investment management, commercial loans, commercial mortgages, financial planning, insurance planning, and treasury and payment solutions, among others.
"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," Jerry Coleman, SunTrust Medical Specialty Group executive and registered representative of SunTrust Investment Services Inc., said in the release.
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