Customized Solution for Medical Practices

Dedication. Understanding. Vision.

Closely collaborating with physicians and their practices for more than a century. Blending expertise and innovation to bring your vision to life. From banking,1 to brokerage, to trust, Truist Wealth streamlines wealth management through a customized, comprehensive plan, sophisticated financial solutions, and attentive service. Your advisory team empowers your best choices, so you can take on today’s challenges and seize tomorrow’s opportunities. Find out how together we can help both you and your practice group go further. 

Practice services 

Treasury solutions 

  • Commercial depository services (1)
  • Online account management
  • Check imaging
  • Medical lockbox services
  • Merchant services
  • Short-term services  

Risk management 

  • Key Person coverage with Life Insurance (2)
  • Property & Casualty Insurance (4)
  • Medical Malpractice Insurance (4)
  • Group Disability Insurance (4)
  • Financial Risk Solutions (e.g., Swaps, Sale-Leasebacks)  

Practice financing solutions (3) 

  • Real estate loans
  • Operating lines of credit
  • Equipment financing
  • Purchasing & corporate card programs 

Employee benefits 

  • Payroll direct deposit
  • 401(k) services
  • Nonqualified deferred compensation benefit plans
  • Truist momentum employee financial wellness program 

Investment and insurance products: are not FDIC or any other government agency insured • are not bank guaranteed • may lose value 

Personal Services

Wealth Management

  • Personalized financial plans
  • Collaborative online financial planning platform
  • Education & retirement planning
  • Trust services
  • Life & Disability Insurance (2)
  • Long-Term Care Insurance (2)

Banking solutions

  • Personal deposit services (1)
  • Online comprehensive account management
  • Mortgage & real estate loans / lines of credit (3)
  • Personal loans / lines of credit (3)
  • Practice buy-in loans (3)

Investment & advisory

  • Asset allocation
  • Investment management

Full-service brokerage from Truist Investment Services, Inc. (e.g., stocks, bonds, ETFs, mutual funds, managed accounts, annuities)

As a medical professional, your schedule is demanding. We understand that your time is limited. That’s why our Medical Relationship Managers and Medical Wealth Advisors make themselves available to you at your convenience and at your choice of location – home, office, or the hospital.

1 Deposit products are offered through Truist Bank, Member FDIC.

2 Products offered by Truist Life Insurance Services.

3 Subject to credit approval.

4 Products offered by McGriff Insurance Services, Inc.

Truist Wealth Medical Specialty Group is a marketing name used by Truist Financial Corporation. Services offered by the following affiliates of Truist Financial Corporation: 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 Truist Investment Services, Inc. (d/b/a SunTrust Investment Services, Inc.), and P.J. Robb Variable Corp., which are each SEC registered broker-dealers, members FINRA, SIPC, and a licensed insurance agency where applicable. Insurance products and services are offered through McGriff Insurance Services, Inc. Life insurance products are offered through Truist Life Insurance Services, a division of Crump Life Insurance Services, Inc., AR license #100103477. Both McGriff and Crump are wholly owned subsidiaries of Truist Insurance Holdings, Inc. Investment advisory services are offered by Truist Advisory Services, Inc. (d/b/a SunTrust Advisory Services, Inc.), GFO Advisory Services, LLC, Sterling Capital Management, LLC, BB&T Institutional Investment Advisors, Inc., and Precept Advisory Group, LLC, each SEC registered investment advisers. Sterling Capital Funds are advised by Sterling Capital Management, LLC.

Truist Bank is an Equal Housing Lender and Member FDIC

©2021 Truist Financial Corporation, Truist, Truist purple, and the Truist logo are service marks of Truist Financial Corporation. 

Javier Dadan, CRPC®

Vice President

Medical Wealth Advisor / Truist Wealth

Medical Specialty Group

Registered Representative / Truist Investment Services, Inc.

Investment Adviser Representative / Truist Advisory Services, Inc.

2017 Platinum Performance Excellence Award Winner

2016 and 2015 Gold Performance Excellence Award Winner 

125 Worth Ave (second floor), Palm Beach, FL 33480

Mail Code 858-81-01-00

Office: 561-515-1952

[email protected]

NMLS ID# 676607