Advisory Services

Our advisors have helped thousands of our clients create enduring financial plans.

We know that financial planning is more than just spreadsheets and account balances. It’s an opportunity to support your children’s dreams, look forward to a great retirement, provide security for your family and leave a meaningful legacy.

Get to Know Us

Call 800-228-9798
or schedule an appointment 
to speak with a BB&T advisor.

Our Capabilities

Wealth Services

4 Steps to Your Financial Future

A simple conversation is all it takes to begin developing a strong financial plan. Learn how our financial advisors take a customized approach to establishing and managing your investment, retirement & estate planning goals.
Watch Video


Work with an Advisor

People enlist the help of financial advisors for new ideas, reassurance on decisions, or to discuss goals such as a college education or retirement.

How to Choose a Financial Advisor

Get a Fresh Perspective

Many of our clients work with an accountant, attorney or broker. Others already have a financial advisor but would like a fresh perspective.

Five Reasons to Choose BB&T Wealth

Developing Your Customized
Financial Plan

Wealth Magazine »

Read insightful profiles on some of our clients, get thoughtful market analyses and learn about the latest investment strategies.

Personal Services Logon

Speak with an Advisor

Call 800-228-9798