BB&T Wealth | Premium Banking | Products and Services

Products and Services

Financial plans should never be "one size fits all" but should be crafted with a personalized mix of services to achieve a client's financial goals. Your advocate will take a holistic approach to customizing the right mix for you.

Because BB&T Wealth is part of one of the largest financial institutions in the nation, we have the resources necessary to address every critical financial need. Based on your personal financial profile, your advocate will tap the right team of experts and in concert with that team, will pull together an integrated set of services dedicated to your financial success.

Area of Expertise	Services Offered
Investments	Managed investment portfolios Investment planning separately managed accounts Customized equity and fixed income portfolio management Specialized option strategies Single stock diversification strategies Alternative investments (hedge funds, exchange funds, private equity)
Trust and Wealth Transfer	Estate administration and settlement Revocable living trusts Irrevocable and testamentary trusts Foundation and endowment management Charitable and personal trusts Multigenerational transfer of wealth Probate, estate and gift tax minimization strategies Enhanced estate planning with your legal and tax advisors
Strategic Credit	Customized credit solutions Wealth-building, diversification, life-style, and investing strategies Libor-based and other adjustable rate loans Discounts on home equity loans * (subject to credit approval)
Risk Management	Life insurance Disability insurance Long-term care insurance Health insurance Property and casualty insurance Policies designed for finely crafted homes Coverage for high-valued automobiles and boats Valuable property insurance High-limit personal umbrella coverage Commercial insurance
BB&T Vantage^SM	BB&T Wealth clients enjoy exclusive banking services and competitive rates through BB&T Wealth Vantage^SM or BB&T Private Vantage^SM accounts. BB&T Vantage checking and savings account BB&T Vantage Check Card with Cash Rewards Online banking with unlimited bill payment Mobile banking BB&T Alerts BB&T Vantage Visa Signature^® Credit Card with BB&T Rewards Preferred rates and terms on deposits, loans, mortgages and other services* Free BB&T Identity Protection And much more!


Ongoing Evaluation Your advocate will readdress key issues areas to ensure your plan accommodates changing objectives.	Financial Guidance from an Expert in Your Corner Isn't it time for a BB&T Wealth advocate?	Your Priorities Define Our Approach Your priorities define who you are. You financial plan will be just as personal.
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Call BB&T Wealth at 1-888-820-7160

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