BB&T Investment Services, Inc.

If your financial goals include retirement, your children's college education or your family's financial security, BB&T Investment Services, Inc. is here to help. We offer a wide range of investment options and brokerage services.


  • Retail Brokerage

    Investment Counselors partner with you in identifying your needs and objectives, informing you of investment options and developing a personal plan that addresses your short and long-term goals.

  • Discount Brokerage

    With discount brokerage service, you get fast, economical execution of your securities trades, plus personal attention from Investment Counselors and timely information about securities markets.

  • Investment Planning

    Investment Counselors can assist you if you want to plan for retirement, pay for a college education, or have other long-term financial goals.

  • Corporate Stocks

    Increase your current income and realize growth with corporate stock shares that represent equity ownership in a company.

  • Bonds

    Get regular, fixed interest payments and repayment of principal at a future date with bonds that certify your loans to a government, municipality or corporation.

  • Mutual Funds

    With a variety of mutual fund options for investment, Investment Counselors will work with you to choose the one that best fits your investment needs and goals.

  • Annuities

    Supplement your retirement income with annuities that have the potential to grow tax-deferred until withdrawn as a lump sum or in regular payments.

  • Unit Investment Trusts (UIT)

    Receive regular income with UITs, which are fixed securities portfolios sold to investors in a limited number of units.

  • Qualified Retirement Plans

    Invest for your retirement on a tax-deferred basis with Qualified Retirement Plans.

  • SMART Money Manager

    Combine the investment opportunities of a BB&T Investment Services, Inc. brokerage account with the convenience of a checking account.

Get Assistance

 By Phone
To arrange a meeting with an Investment Counselor, call 800-453-7348.

 Visit a BB&T Financial Center
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 By Mail
BB&T Investment Services, Inc.
200 S. College St., 8th floor
Charlotte, NC 28202

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