Wealth Management

BB&T Wealth provides comprehensive, objective and actionable financial planning and advisory services to affluent clients and their families. We have a unique ability to deliver a full range of integrated services and, at the same time, provide truly personalized client service through a long-term relationship that spans future generations.
What sets us apart?

  • Personal Service: At BB&T Wealth, your advisor will be your personal point of contact as you create and execute a multi-layered financial strategy that is designed to fit your unique set of evolving needs. For many people, this is the resource that is most often missing: a trusted, single point of contact with the objectivity, depth of knowledge and breadth of resources to provide effective oversight through changing times and multiple generations.
  • Fully Integrated Planning: Using BB&T's extensive network of resources, your Wealth advisor will structure a financial strategy that goes much deeper than a simple investment plan, ensuring that it accommodates your income and liquidity needs, tax considerations, education and retirement planning, as well as your wealth transfer goals. The services we deploy can include Banking Services, Strategic Use of Credit, Risk Management and Insurance, Investments and Trust & Estate Planning.
  • Superior Client Service: The Luxury Institute has ranked BB&T Wealth as a "best of the best" provider.
  • A Nationally Ranked Asset Manager: Through 2012, BB&T was ranked among Barron's Best of Breed "Top 40 Wealth Managers" which ranks asset managers based upon relationships with families who have more than $5 million.
 To learn more, please contact an advisor at 800-388-3085.

 

Barron's recently named BB&T Wealth among the top 40 wealth managers in the US for its share of clients with more than $5 million in assets