Offering a Prescription for Financial Success to Healthcare Professionals

Amegy Bank is a Texan-born and bred financial institution that provides “Big Bank” levels of service, but with a personal, small-town Texas bank feeling. Amegy Bank was founded in 1990 when Houstonian, Walter Johnson, founded the financial institution to help Texans recover from the banking crisis of the 1980’s. Johnson was led to charter a bank that served its community while providing personalized solutions to niche financial needs. 

Among its many niche financial programs, Amegy Bank has a dedicated Healthcare Team, committed to specializing in the needs of the healthcare industry. Amegy Bank’s knowledgeable Healthcare Team makes it their mission to stay abreast of the current financial challenges facing healthcare professionals by regularly meeting with healthcare attorneys, consultants, and CPAs, so that they may offer timely and informed guidance on issues that affect the healthcare industry. 

Denise Smith, Vice President of Private Banking at Amegy Bank, explains the Healthcare Banking program, “We work to understand the intricacies of the client’s current and future needs. We try to help them with what they need today and plan for what they hope to achieve in the future. We are centered around the healthcare professional, but we help their families, too,” said Smith. 

“We bank the ‘whole relationship,'” she added.

“The Amegy Healthcare team aids physicians and others in the healthcare field by providing tailored solutions to their unique needs. Our team will assist with personal banking, wealth management, financial planning, mortgages, equipment financing and leasing, lines of credit, medical lockbox, invoicing, and financing for medical offices…in short, any financial aspect that comes with conducting a business in the healthcare industry,” said Jeanne Bennett, Executive Vice President at Amegy Bank. 

The Amegy Bank Healthcare Program often assists medical students as they begin their career and open practices, but also helps with mid-career financial needs, as well as aiding in the full life cycle of the physician and practice into and after retirement. The Bankers inform and advise during buy-ins or buy-outs for partners, as well as aiding in other transitions of the practice along the way.

“We’ve been around long enough that we’ve not only worked with the physician, but now the children of that physician who have also become doctors. We specialize in multi-generational banking,” said Jeanne. 

Amegy Bank has over 75 locations in Texas and, within the Healthcare Banking team, there is a collective 150 years of healthcare banking experience. 

“Healthcare professionals want a banker who’s going to be ethical and knowledgeable, somebody on top of their industry. We provide a team of bankers to help with their practice and employees and with their personal banking, as well. We have such great relationships with our clients,” Jeanne Bennett added.

To learn more about the Amegy Bank Healthcare Banking program, visit their website at: amegybank.com/healthcare