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The accumulation of wealth presents complex challenges — and unique opportunities. Extraordinary care and effort are vital to preserve and enhance the financial success you have achieved.
At BB&T Wealth Management, our team serves financially successful clients through a highly consultative and objective approach. When you work with us, you can expect to enjoy the full benefit of an exceptional blend of professional experience and relationships, bound together through one primary point of contact to deliver the highest level of objective investment advice, asset management, estate services, insurance, and traditional banking services.
Wealth Management solutions include:
- Financial Advice
- Comprehensive Investment Solutions
- Fiduciary Services
- Insurance Services
- Traditional Banking Services
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We serve affluent individuals and families seeking to preserve and maximize their wealth. Your path to prosperity is as unique as your personality and priorities. We take great care in working with you individually to understand your concerns and to design strategies to achieve your goals.
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In order to establish a strong working relationship from day one, your Wealth Management Advisor will take you through a process that enables us to establish a successful relationship that will continue to grow and evolve over time.
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Your personal Wealth Management Advisor leads a team of professionals who work on your behalf to provide financial opportunities and develop solutions in investment management, fiduciary services, estate administration, private banking, brokerage services, insurance, financial planning, and outside sources.
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TAMLink provides instant access to BB&T Trust and Asset Management statements online. View your current transaction and asset statements as of the close of the most recent business day. TAMLink works with Microsoft Internet Explorer from anywhere there's an Internet connection, and no additional software is required.
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Copyright © 2008, Branch Banking and Trust Company. All Rights Reserved.
BB&T Complete Client Protection
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Securities, Insurance and Advisory Services are:
NOT A DEPOSIT • NOT FDIC-INSURED • NOT GUARANTEED BY THE BANK
NOT INSURED BY ANY STATE OR FEDERAL GOVERNMENT AGENCY • MAY GO DOWN IN VALUE
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Investment solutions are provided by BB&T Asset Management, Inc., BB&T Investment Services, Inc., and Scott & Stringfellow, Inc. BB&T Asset Management, Inc. is a wholly owned subsidiary of BB&T Corporation. BB&T Investment Services, Inc. is a wholly owned subsidiary of Branch Banking and Trust Company, Member FINRA, SIPC. Scott & Stringfellow, Inc. is a registered broker/dealer subsidiary of BB&T Corporation, Member NYSE, SIPC. Insurance services are provided by BB&T Insurance Services, Inc., a wholly owned subsidiary of Branch Banking and Trust Company. Traditional banking services are provided by Branch Banking and Trust Company, member FDIC and Equal Housing Lender.
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