Invest with Guidance

Create and refine your investment strategy with collaborative support

Get started with investment guidance - important (moves focus down)

Looking for hands-on investment guidance and advice? Tell us about your objectives and we'll provide you with the investment expertise to help you achieve your goals. From your first meeting with a financial consultant through all the life events that follow, we'll be there to help you create and refine your investment strategy.

Best if you

  • Want investment advice and guidance
  • Prefer personal support and collaborative decision making
  • Are not particularly interested in managing your own investments

Benefits

  • Get hands-on personal support at a BB&T branch
  • Benefit from convenient one-stop shopping at the bank you trust
  • Track and monitor your bank and investment accounts in online banking for a complete financial picture

Wherever you are in your financial journey, our financial consultants will take the time to understand your objectives and align a strategy to help you reach your goals.

Take comfort in a trusted partner

With us, you'll have a knowledgeable partner, a financial consultant, who will take time to:

  • Understand your investment goals and priorities
  • Analyze your current investment accounts and strategies
  • Recommend the best investment solutions available to your needs
  • Implement your investment decisions promptly and accurately
  • Review your investment plan with you regularly and adjust solutions if necessary based on market considerations and your life events

Keep tabs on your account

Use U by BB&T®, our customizable online and mobile banking experience, to monitor all your accounts.

  • View your BB&T and non-BB&T accounts and balances together for a complete view of your finances
  • Skip the phone call and schedule an appointment with your BB&T banker online
  • Take control of your finances—see your net worth, get your credit score, evaluate your spending and set financial goals

Ready to get started?

By phone

Arrange a meeting.

800-453-7348

Online

Leave us your contact info, and we'll call you back.

By mail

Send certificates and correspondence to:

BB&T Investments
200 S. College St., 11th Floor
Charlotte, NC  28202

Still exploring?

Find out if you're on track to meet your retirement goals with this handy calculator.

Conducting a mid-year check-up on key financial areas—budget, credit score, retirement savings, life insurance—will allow you to adjust if needed to keep your annual financial goals on track. Here are some important aspects of a financial check-up.

Make sure you're avoiding these pitfalls to create better financial habits.

Not convinced that investing with guidance is right for you?

View available ways to invest

Traditional banking services are provided by Branch Banking and Trust Company, Member FDIC.

Only deposit products are FDIC insured.

Investment solutions are provided by BB&T Investments, a division of BB&T Securities, LLC (opens in a new tab), member FINRA (opens in a new tab)/SIPC (opens in a new tab). BB&T Securities, LLC is a wholly-owned nonbank subsidiary of BB&T Corporation. Securities and insurance products or annuities sold, offered or recommended by BB&T Investments are not a deposit, not FDIC insured, not guaranteed by a bank, not insured by any federal government agency and may lose value.

FINRA's BrokerCheck® is a free tool designed to help investors research the professional backgrounds of current and former FINRA-registered brokerage firms and brokers. Investors may access BrokerCheck by: 1. Visiting the BrokerCheck website at brokercheck.finra.org (opens in a new tab), or 2. Calling FINRA's BrokerCheck toll-free hotline at 800-289-9999 Monday through Friday from 8 am to 8 pm ET.

The information provided should not be considered as tax or legal advice. Please consult with your tax advisor and/or attorney regarding your individual circumstances.

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