Retirement & Investing

However lofty your goals, the right direction brings you closer to reaching them

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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

Retirement planning

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

Self-directed services

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?

Schedule appointment

Choose a time for an advisor to call you.

Call now

Speak with an advisor.

Still exploring?

BB&T Perspectives shares financial, leadership and lifestyle perspectives with the hopes of enhancing our clients' lives. Learn more about the investment topics our Wealth experts are discussing.

With the right strategies, it’s possible to defer, reduce and even avoid certain taxes and penalties in retirement.

With proper income planning, you can enter your retirement years with confidence.

Integrated services

Your BB&T Wealth advisor will help you create a comprehensive, strategic plan to integrate and coordinate your banking, credit, investments, risk management, and trust and estate planning services.

Comprehensive financial planning

Simplify your complex financial life with a BB&T Wealth advisor who can help you see the big picture.

Risk management

Learn how to protect your wealth with insurance options that suit your needs.

Trust and estate planning

Understand your options for building and protecting your legacy with estate planning, charitable gifting and trust services.

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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.

Insurance products and services are offered by BB&T Insurance Services, Inc., a wholly owned subsidiary of BB&T Insurance Holdings, Inc.

Investment solutions are provided by Branch Banking and Trust Company, and BB&T Investment Services, Inc. BB&T Investment Services, Inc. is a wholly owned registered broker/dealer subsidiary of Branch Banking and Trust Company, Member FINRA/SIPC.

Securities, Investments and Insurance Products or Services are:

  • Not a deposit
  • Not FDIC-insured
  • Not guaranteed by a bank
  • Not insured by any state or federal government agency
  • May go down in 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.