Page 5 - Coamed 2024-2025
P. 5

Customized solutions

            for physicians and


            medical practices









            Medical Specialty Group


            Banking. Brokerage. Trusts. Practice finance. Those are table stakes.
            What sets Truist Wealth Medical Specialty Group apart are the trusted
            advisors who not only are skilled in their own profession, but also deeply
            knowledgeable and well-versed in the subtleties and complexities of
            physicians and their practice groups.
            Together, we’ll partner with you to take on today’s challenges and seize
            tomorrow’s opportunities.



            To learn more, contact:

            Veronica S. Montoya, CRPC®       Alexander Hernandez, CFP® CDFA® CRPC®
            Senior Vice President | Truist Wealth   Director | Truist Wealth
            Medical Wealth Advisor           Financial Advisor
            Truist Bank                      Truist Investment Services, Inc.
            407-964-3366                     407-867-6633
            Veronica.Montoya@truist.com      Alexander.Hernandez@truist.com




            Truist.com/wealth

            Veronica S. Montoya and Alexander Hernandez are registered representatives of Truist Investment Services, Inc., and Investment Adviser
            Representatives of Truist Advisory Services, Inc.
            Investment and Insurance Products: • Are not FDIC or any other Government Agency Insured
            • Are not Bank Guaranteed • May Lose Value
            Truist Wealth Medical Specialty Group is a marketing name used by Truist Financial Corporation. 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. Securities, brokerage accounts and /or insurance (including annuities) are
            offered by Truist Investment Services, Inc., which is a SEC registered broker-dealer, member FINRA, SIPC, and a licensed insurance agency. Investment
            advisory services are offered by Truist Advisory Services, Inc. and GFO Advisory Services, LLC, both SEC registered investment advisers.
            ©2024 Truist Financial Corporation. TRUIST, the Truist logo and Truist Purple are service marks of Truist Financial Corporation. All rights reserved.






                                               5
   1   2   3   4   5   6   7   8   9   10