At BB&T Wealth, we share more than 140 years of financial knowledge to help you make the best decisions. Our holistic approach begins with in-depth conversations and results in a living plan that grows and matures as your financial needs and objectives change.
BB&T Wealth serves affluent individuals and families using a fully integrated team approach. Our objective is to provide you with exceptional service and ensure our resources are maximized for the benefit of you and your family.
We deliver our advisory services through highly trained, trusted advisors who serve as both relationship manager and client advocate. A dedicated advisor offers both the objectivity and depth of knowledge necessary to provide effective, reliable oversight through changing times and multiple generations.
Your advisor is further supported by a broad array of specialists who partner together to deliver personalized, tailored solutions that address your specific needs for banking, strategic credit, investments, risk management, and trust and estate planning. In so doing, your advisory team will help you create, grow and preserve your wealth.
For more than a century, BB&T has worked hard building a legacy of outstanding service, knowledge and integrity. Our clients are the focus of everything we do. By taking an integrated team approach, BB&T Wealth brings together the trusted relationship you seek with the expertise you need to reach your goals.
Comprehensive Financial Planning
A strategy designed just for you that considers all of your personal needs and business plans.
With the Vantage Suite of Services, your accounts are integrated to make your financial life as convenient and rewarding as possible.
Mortgages, lines of credit and customized lending solutions can be powerful monetary levers to support your overall financial strategy.
The appropriate insurance coverage can safeguard your assets from unexpected disasters and preserve your wealth for future generations.
Retirement and Investing
A detailed plan and customized investing strategy will position you to meet your short- and long-term goals.
Trust and Estate Planning
You can leave an enduring legacy that protects your estate while supporting your philanthropic interests.
Loans, lines of credit and credit cards are subject to credit approval.
Insurance products and services are offered by McGriff Insurance Services, Inc.; Crump Life Insurance Services, Inc.; DBA BB&T Life Insurance Services; and BB&T Insurance Services of California, Inc., wholly owned subsidiaries of BB&T Insurance Holdings, Inc.
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.
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.
Only deposit products are FDIC insured.
Traditional banking services are provided by Branch Banking and Trust Company, Member FDIC and Equal Housing Lender.