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Medical Practice Solutions for Physicians, Dentists, & Veterinarians

The Medical Banking Group at City National Privatecan transform your banking experience with solutions tailored to your practice’s unique needs.

Dentist with a patient
Three doctors in a meeting

Integrated Banking Solutions

As medical, dental, and veterinary practices play an essential role in their communities, your relationship management team plays an important role in your practice’s success.

City National Private is here to elevate your personal and practice banking experience with solutions tailored to your needs and business goals.

The Medical Banking Group

The Medical Banking Group at City National Private is led by industry experts with deep knowledge of what medical, dental, and veterinary practices need to thrive. Our experienced Relationship Managers will work with you to move your practice forward, no matter what the next step looks like for you.
Whether your plans include expanding your practice, opening a new practice, or purchasing an existing one, The Medical Banking Group can help you finance the future of your business¹. With unrivaled individual attention from our specialized, dedicated Private Banking support team, The Medical Banking Group will transform your practice banking experience.
Doctors in a meeting


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Deposit Accounts²

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Practice Expansion & Acquisition Loans¹

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Owner Occupied Financing¹

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Fraud Prevention & Account Delegation Controls

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Lifestyle finance¹

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Relationship based banking

Doctor researching deposit accounts

Deposit Accounts

Manage cash flow more easily than ever before with deposit accounts tailored to medical, dental, and veterinary professionals and your unique needs.²

  • Keep funds liquid and flexible with personal checking and savings accounts
  • Manage funds anywhere, anytime with access to digital/mobile and remote banking ³
  • Gain access to multi-million dollar FDIC insurance coverage on funds placed in checking, wage, money market, or certificates of deposit  

Loans ¹

  • Residential: Primary and Vacation Homes
  • Practice expansion
  • Practice acquisition
  • Tenant improvements
  • Owner occupied real estate/construction
  • Commercial Real Estate
Physician taking care of a patient
Veterinarians treating a dog

Fraud Prevention & Account Delegation Controls

Falling prey to fraud can affect a practice’s reputation and revenue. The Medical Group at City National Private specializes in preventing fraud and prioritizing the security of our clients to ensure your banking operations run safely and seamlessly. 

Wealth Management & Trust Services

The Medical Group at City National Private is composed of tenured bankers focused on physicians, dentists, veterinarians & their practices. With services tailored to you, your family, and your practice, our clients enjoy unparalleled depth of knowledge, a relationship-based approach, and unrivaled individual support.

Investment Products Are:

Not FDIC Insured
Not Insured by Any Federal Government Agency
Not Deposits
Not Bank Guaranteed
Subject to Investment Risk
May Lose Value
Banker and their client shaking hands

Key Industry Partners

With a relationship-based approach to banking, City National Private maintains a strong network that extends throughout the Florida region and beyond. Our team can help you make connections and build relationships with these key industry partners:

  • Equipment vendors
  • Attorneys
  • CPA
  • Space finders

Meet our Medical BANKING GROUP

Frank Nogareda
SVP & Director

Shaina Mejia
VP, Private Banker

Gerson Sotolongo
VP, Private Banker

Lenny Rendon
VP, Treasury
Management Officer

Adriel Martinez
Senior Client
Service Specialist

Get in Touch


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