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Javier Dadan, CRPC®
2017 Platinum Performance Excellence Award Winner
2016 and 2015 Gold Performance Excellence Award Winner
View my SunTrust profile
Client Advisor, Private Wealth Management
Vice President, SunTrust Bank
Medical Specialty Group
Registered Representative of SunTrust Investment Services, Inc.
Investment Adviser Representative, SunTrust Advisory Services, Inc.
Tel: 561.515.1952
Fax: 561.833.2498
Private Wealth Mortgage
• Discount of 0.375% for refinances, new home purchases
and investment properties 7
• No maximum loan amounts
• Up to 89.99% financing for your primary residence
• No required private mortgage insurance
• Fixed and adjustable rate 8 mortgage products, including interest only options 9
• Financing for Foreign Nationals available 10
Doctors Loan 11 for licensed doctors that completed residency within the last 10 years who require financing greater than 89.99%
• Up to 100% financing for amounts up to $750,00012
• Up to 95% financing for amounts up to $1,000,000
LightStream Loans or Lines of Credit for Everyday or Emergency Needs
• Lowest SunTrust rates on loans for almost anything via the LightStream loan
• Lines of credit can be used for a variety of purposes, including buying into your practice or real estate
As a Private Wealth Management client with the Medical Specialty Group, you will have access to expert strategies for your SunTrust
investment portfolio. This includes timely expertise, a strategic view of the markets and a focus on diversification to best achieve your specific
goals over time. Medical Specialty Group clients also have access to market updates from SunTrust economic and investment experts.
INVESTMENT SOLUTIONS
1 SunTrust 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 SunTrust. 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.
2 The Delta SkyMiles® World Debit Card Annual Fee will be waived for Exclusive Checking account holders. Certain restrictions may apply. Visit suntrust.com/skymiles for a full list of benefits
and Terms & Conditions.
3 Additional Essential Checking accounts are available with no Monthly Maintenance Fee when linked to an Exclusive Checking account.
4 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.
5 Mobile Banking: SunTrust does not charge a fee for the use of SunTrust 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.
6 Mobile Deposit: SunTrust Mobile Deposit is available with iOS and Android Mobile Apps - only for use in the United States and its territories.
7 Rates for Private Wealth Mortgage include special incentives reserved for clients who have a banking relationship with SunTrust Bank. The borrower must have or establish a SunTrust
checking account. SurePay must be set up in conjunction with the aforementioned SunTrust checking account, and the applicable deposit funds must be at SunTrust Bank at time of
origination. Sufficient funds must be in your bank account at time of automatic debit.
8 Adjustable Rate Mortgage (ARM) products have interest rates that may increase after consummation.
9 Monthly payments of interest only will not reduce the principal owed.
10 Foreign nationals are not eligible for Private Wealth Mortgage in transitional markets.
11 Available only in AL, AR, DE, FL, GA, MD, MS, NC, SC, TN, VA, WV, DC and select counties in PA to licensed Residents, Interns, Fellows in MD, DO and DPM programs and licensed Physicians
and Dentists (MD, DPM, DO, DDS, DMD) who have completed their training within last ten years. Doctors with over ten years post training need to be members of SunTrust Private Wealth
Management or belong to a practice that is part of Private Wealth Management to be eligible for this product. Ten year restriction does not apply when refinancing an existing SunTrust
Doctor Loan. Other restrictions may apply, please consult your Loan Officer for details.
12 Borrowers should note that 100% mortgage financing will result in no property equity until such time as the loan principal is paid down through regular mortgage payments and/or the
property value appreciates. Additionally, if property values decline you could owe more than your property’s value. A down payment may be required if the property is located in a declining
market or if required by state regulations.
suntrust.com/medical
800.321.1997
Javier Dadan is a Registered Representative of SunTrust Investment Services, Inc. Javier Dadan is a Licensed Insurance Agent of SunTrust Investment Service, Inc.
SunTrust Private Wealth Management Medical Specialty group is a marketing name used by SunTrust Banks, Inc., now Truist Financial Corporation and the following affiliates: Banking products and
services, including loans and deposit accounts, are provided by SunTrust Bank and Branch Banking and Trust Company, both now Truist Bank, Member FDIC. Trust and investment management
services are provided by SunTrust Bank and Branch Banking and Trust Company, both now Truist Bank, and SunTrust Delaware Trust Company. Securities, brokerage accounts and /or insurance
(including annuities) are offered by SunTrust Investment Services, Inc., BB&T Securities, LLC, P.J. Robb Variable Corp. and Precept Advisory Group, LLC, which are SEC registered broker-dealers,
members FINRA, SIPC, and a licensed insurance agency where applicable. Investment advisory services are offered by SunTrust Advisory Services, Inc., GFO Advisory Services, LLC, BB&T Securities,
LLC, Sterling Capital Management, LLC, and BB&T Institutional Investment Advisors, Inc., each SEC registered investment advisers. BB&T Sterling Advisors, BB&T Investments and BB&T Scott &
Stringfellow are divisions of BB&T Securities, LLC. Mutual fund products are advised by Sterling Capital Management, LLC.
SunTrust now Truist is an Equal Housing Lender. SunTrust Mortgage is a tradename of SunTrust now Truist. Loans are made by SunTrust now Truist Bank.
Truist personnel are not permitted to give legal or tax advice.
©2019 Truist Financial Corporation. SunTrust®, Truist, SunTrust Mortgage®, the SunTrust logo, SunTrust SummitView®, Lightstream®, the Lightstream logo and the SunTrust Mortgage logo are
services marks of Truist Financial Corporation. All rights reserved. All other trademarks are the property of their respective owners.
CN2018-2671 DGD-550803-12/18
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