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.

Our Services

As one of the largest financial institutions in the United States, BB&T Wealth has the resources to help you excel in every aspect of your financial life.

Our Team

Changes in one area of your finances may affect other areas. Our advisors consider every facet, including banking, strategic credit, risk management, investments, and trust and estate planning.

Our Clients

From legendary sports figures to leaders in business, medicine and academics, we've helped our clients achieve their financial goals by putting them at the center of everything we do.

Informed Decision Making

What to Expect from Your Investment Manager

When choosing an investment manager, it's important to find the right fit. Learn which attributes are most often found in objective, experienced and effective professionals.

Wealth Investment Process

Your portfolio manager will work closely with you, your advisor and your advisory team to recommend, implement and closely monitor a highly customized investment portfolio.

BB&T Perspectives Magazine

BB&T Perspectives shares financial, leadership and lifestyle perspectives with the hopes of enhancing our clients' lives. Learn how our experienced, knowledgeable and trusted BB&T Wealth associates are your advocates to a brighter financial future.


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