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.

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 Street
Charlotte, NC 28202

Resources

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Videos Individual Retirement Accounts (1:51) Tax-Advantaged College Savings (2:17)

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Investment Services

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Discount Brokerage Services

Contact Us

Send an email
to BB&T Investment Services, Inc.
or call 800-453-7348.

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BB&T Complete Client Protection

The information provided should not be considered as tax or legal advice. Please consult with your tax advisor and/or attorney regarding your individual circumstances.

INVESTMENT PRODUCTS OFFERED THROUGH BB&T INVESTMENT SERVICES, INC. ARE: NOT A DEPOSIT • NOT FDIC-INSURED • NOT GUARANTEED BY THE BANK • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • MAY GO DOWN IN VALUE

Member FINRA, Member SIPC. Learn more at www.finra.org and www.sipc.org.

Only deposit products are FDIC insured.

Please Note: BB&T Investment Services, Inc. can only serve clients residing in states in which we are currently registered with the Financial Industry Regulatory Authority. For states other than North Carolina, South Carolina, Virginia, Georgia, Maryland, Washington D.C., West Virginia, Tennessee, Alabama, Kentucky, Florida, Indiana, and Texas please call 800-453-7348 and select Option 3 for more information.

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