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Voted #1 In Wealth Management - Luxury Institute

Your priorities are as unique as your path to prosperity. That's why at BB&T Wealth, we listen and learn before we offer strategic financial and investment advice. Only when we have a genuine understanding of your needs and objectives, from banking, investments, risk management, strategic credit, trust and wealth transfer, do we craft a comprehensive, objective solution to address those needs. Learn about our process »

The Living Financial Plan

A financial plan should never be static. See how our approach is different.

The Importance of a Customized Plan

You are an individual. Why should your financial plan be any different?

Addressing Key Life Issues

Thirteen critical issues that require a financial plan.

 

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BB&T Complete Client Protection

BB&T and its representatives do not offer tax advice. Consult your individual tax professional concerning your personal situation.

Securities, Insurance and Advisory Services are:
NOT A DEPOSIT • NOT FDIC-INSURED • NOT GUARANTEED BY THE BANK
NOT INSURED BY ANY STATE OR FEDERAL GOVERNMENT AGENCY • MAY GO DOWN IN VALUE

Investment solutions are provided by Sterling Capital Management, LLC., BB&T Investment Services, Inc., and Scott & Stringfellow, LLC. Sterling Capital Management, LLC. is a wholly owned subsidiary of BB&T Corporation. BB&T Investment Services, Inc. is a wholly owned subsidiary of Branch Banking and Trust Company, Member FINRA, SIPC. Scott & Stringfellow, LLC. is a registered broker/dealer subsidiary of BB&T Corporation, Member NYSE, SIPC. Insurance services are provided by BB&T Insurance Services, Inc., a wholly owned subsidiary of Branch Banking and Trust Company.

Traditional banking services are provided by Branch Banking and Trust Company, member FDIC and Equal Housing Lender. Equal Housing Lender