SunTrust Banks Inc., based Atlanta, has opened a specialty group of advisors dedicated to serving the wealth management needs of the medical profession, SunTrust announced Monday.
The Medical Specialty Group of financial advisors has expertise in working with independent medical practices, owners, physicians and their families, SunTrust says.
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.
The advisors in the group will help a range of medical professionals from people who are just starting their career to those who own independent practices to professionals ready to retire, says 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 and personal banking.