Plan for your success today and tomorrow
Forming a strategy for retirement and investing begins with your goals and takes place in light of your comprehensive financial plan. BB&T Wealth helps you grow and preserve your wealth now and for the future by bringing together the right partners and solutions.
Investment management solutions
Benefit from a personalized investing strategy focused on your goals
Our wide array of investment solutions includes:
- Customized, comprehensive portfolios with a dedicated manager to structure and actively oversee your investments
- Tailored brokerage services with a dedicated investment specialist to oversee your account
- Integration with your overall financial strategy
Put strategies in place now to optimize your quality of life in retirement
Your BB&T Wealth advisory team works with you to:
- Maximize your retirement income with timely claiming and receiving of benefits
- Minimize taxation by developing a well-defined investing and withdrawal strategy
- Forecast and account for the costs that could impact retirement wealth
Enjoy the freedom and cost savings of a self-directed brokerage account
As a BB&T Wealth client:
- Execute trades with exclusive pricing—as little as $9.95 per transaction
- Link to your checking or savings account for automatic settlement of trades
- Use Marketconnect® to gather all the research and real-time information you need
- Get help anytime from a licensed representative
Ready to take the next step?
Choose a time for an advisor to call you.
Speak with an advisor.
BB&T Perspectives shares financial, leadership and lifestyle perspectives with the hopes of enhancing our clients' lives. Learn more about the financial planning topics our Wealth experts are discussing.
How Can I Minimize Taxes in Retirement?
With the right strategies, it’s possible to defer, reduce and even avoid certain taxes and penalties in retirement.
How Should I Plan for Retirement Income?
Proper financial planning can help you meet your retirement goals.
Market data information is obtained from third-party sources believed to be reliable, but is provided “as is” with no warranty. Market data is provided for informational purposes only, does not constitute investment advice, and may not be used for trading. Market data is for the individual use of each site guest, and may not be copied, downloaded, stored or redistributed. Quotes are delayed 15 minutes. Some index information is proprietary to the index owner. Data access and usage is subject to the terms and conditions imposed by our third-party sources. Access or use of any data indicates agreement to these terms.
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.
Only deposit products are FDIC insured.
Traditional banking services are provided by Branch Banking and Trust Company, Member FDIC.
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.
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.
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.