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Invest with Guidance

Looking for hands-on guidance and advice? From your first meeting with an Investment Counselor through all the life events that follow, we’ll be there to help you create and refine your investment strategy.

As a client, you’ll also receive personal assistance from our dedicated Client Services staff, providing you with an efficient way to communicate your service requests and account inquiries.

 

How it Works

It’s easy to set up and use a Full-Service Brokerage Account from BB&T.

  1. Arrange a meeting with an Investment Counselor by calling 800-642-8545, option 1. You can also contact us online or stop by your local branch.
  2. Work with your Investment Counselor to structure a comprehensive investment strategy that helps optimize your resources while supporting multiple goals and changing priorities throughout your life.
  3. Implement your decisions through your Investment Counselor, who will review your investment plan with you on a regular basis.

Guidance

Your investment decisions should be tailored to meet your individual goals. With us, you’ll have a knowledgeable partner, an Investment Counselor, who will take time to:

  • Analyze your current investment accounts and strategies
  • Help you determine and prioritize your investment goals
  • Match the best investment solutions available to your specific needs
  • Implement your investment decisions promptly and accurately
  • Review your investment plan with you on a regular basis

Products

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

  • Annuities (Fixed and Variable)
  • 529 College Savings Plan
  • Market-Linked CDs
  • Managed Money Accounts
  • Corporate and Municipal Bonds
  • Growth, Income, Tax-Advantaged and Money Market Mutual Funds
  • Treasury Securities
  • Exchange Traded Funds (ETFs)
  • Unit Investment Trusts (UITs)

Client Services

Our dedicated Client Service Representatives can help you:

  • Change your address
  • 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 800-642-8545.

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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Investment Services

Contact Us

Send us an email

to BB&T Investment Services, Inc.

or call 800-642-8545

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