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Full-Service Brokerage

At BB&T Investment Services, Inc., we see each client as a unique individual deserving of respect. We work with you to assess your current financial situation, help you define your future goals and objectives, and recommend only those products that suit your expectation of risk and reward.

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Personal Planning

Your Investment Counselor will work with you to:

  • Analyze your current financial situation
  • Help you establish and prioritize your investment goals
  • Help you find the best products to meet your needs
  • Implement your investment decisions promptly and accurately
  • Monitor the performance of your investment choices
  • Review your investment plan with you on a regular basis

Products

Our licensed professionals offer a variety of investment products, including:

Client Services

Our dedicated client service professionals can help you:

  • Change your address of record
  • Change your account distribution option
  • Automate your investments and withdrawals
  • Change your IRA beneficiaries
  • Process estate accounts
  • Transfer accounts from other financial institutions

Get Assistance

By Phone

To arrange a meeting, call 800-453-7348.

By Email

Send us a message.

By Mail

Send certificates and correspondence to:
BB&T Investment Services, Inc.
200 S. College St., 8th Floor
Charlotte, NC 28202

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to BB&T Investment Services, Inc.

or call 800-453-7348

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