Contact an Advisor

Please take a moment to provide us with some very basic information. A BB&T Wealth advisor will call or email you at your convenience within one business day to answer your questions or set up a financial assessment. All fields marked with an asterisk (*) are required.

Your advisor can work with you to put together a financial plan customized especially for you and your financial goals.

Your plan also serves as a financial road map that can be adjusted along the way to account for occurrences such as market volatility or unplanned life events.

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Help make our first conversation more productive by telling us a little more about yourself. All of the following fields are optional.

1. Are you currently a BB&T client?YesNo

2. If you are working with a BB&T advisor, please enter his/her name:


3. Are you working with advisors who are not with BB&T? YesNo

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