Comprehensive, customized investment choices
As a BB&T Wealth client, you have access to investment options designed to help achieve your personal goals. Your advisor will help you choose the best solution based on your circumstances.
Managed investment portfolios
We're your advocates. We apply objectivity, consistency and discipline in developing your strategy and meeting your long-term wealth accumulation and preservation needs.
- Dedicated portfolio manager – To structure and oversee your investments, supported by a team of asset allocation and market analysts
- Strategic and tactical asset allocation – Aligns with your unique goals, risk tolerance, income and liquidity needs, time horizons and performance objectives
- Exclusive approach to manager selection – Mitigates risk and drives total performance with flexible investment choices
- Investment and tax-strategy coordination – Maximizes after-tax returns
- Proactive evaluation of each part of your portfolio – Based on changing market conditions and changes in your income and liquidity needs
- Transparent reports – With an unbiased review of performance, transactions and fees
Tailored brokerage services
We execute a customized trading strategy to serve your short- and long-term goals
- Dedicated investment specialist – To oversee your account, whether it's commission-based or managed
- Assessment of your financial needs and investment goals – Retirement, education and more
- Risk assessment – To determine your comfort level with various levels of risk
- Guidance in building a diversified, high-quality investment portfolio – May include common and preferred stocks, municipal bonds, mutual funds, annuities and money market funds
BB&T Wealth Market News updates
Stay current with perspectives from BB&T Wealth on recent market events and economic trends
Get an overview of recent market developments relevant to your financial life. Enjoy timely insights with an unbiased outlook for what lies ahead.
Remain informed on current financial headlines that can affect your investments
Get a summary of today’s most relevant financial topics. We'll share up-to-date insight on market-moving events. It's the info you need to stay alert and prepared in today’s dynamic financial marketplace.
Listen in as we review recent market events. We'll discuss investment perspectives for the coming months.
Our BB&T Wealth Portfolio Management team brings you objective viewpoints with timely insights on important investment trends.
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BB&T Perspectives (Article)
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? (Article)
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? (Article)
Proper financial planning can help you meet your retirement goals.
See disclosuresregarding Reg BI practices (opens in a new tab) relating to Truist Investment Services, Inc. including Regulation Best Interest (Reg BI) practices.
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 Truist Bank, Member FDIC.
Investment and Insurance Products:
• Are not FDIC or any other government agency insured • Are not bank guaranteed • May lose value
Truist, BB&T®, Sterling Capital®, SunTrust®, SunTrust PortfolioView, Truist Securities®, SunTrust Premier Program®, AMC Pinnacle®, AMC Premier®, Access 3®, Signature Advantage Brokerage, Custom Choice Loan®, SunTrust SummitView®, and GFO Advisory Services® are service marks of Truist Financial Corporation. All rights reserved. All other trademarks are the property of their respective owners.
Services provided by the following affiliates of Truist Financial Corporation: Banking products and services, including loans and deposit accounts, are provided by SunTrust Bank and Branch Banking and Trust Company, both now Truist Bank, Member FDIC. Trust and investment management services are provided by SunTrust Bank and Branch Banking and Trust Company, both now Truist Bank, and SunTrust Delaware Trust Company. Securities, brokerage accounts and/or insurance (including annuities) are offered by Truist Investment Services, Inc. (d/b/a SunTrust Investment Services, Inc.) and P.J. Robb Variable Corp., which are SEC registered broker-dealers, members FINRA, SIPC, and a licensed insurance agency where applicable. Investment advisory services are offered by Truist Advisory Services, Inc. (d/b/a SunTrust Advisory Services, Inc.), GFO Advisory Services, LLC, Sterling Capital Management, LLC, and Precept Advisory Group, LLC, each SEC registered investment advisers. Sterling Capital Funds are advised by Sterling Capital Management, LLC. Mortgage products and services are offered through SunTrust Mortgage, a tradename for SunTrust Bank now Truist Bank. Life insurance products are offered through Truist Life Insurance Services, a division of Crump Life Insurance Services, Inc., AR license #100103477, a wholly owned subsidiary of Truist Insurance Holdings, Inc.
"Truist Advisors" may be officers and/or associated persons of the following affiliates of Truist Financial Corporation: SunTrust Bank now Truist Bank, our commercial bank, which provides banking, trust and asset management services; Truist Investment Services, Inc., a registered broker-dealer, which is a member of FINRA and SIPC, and a licensed insurance agency, and which provides securities, annuities and life insurance products; Truist Advisory Services, Inc., an SEC registered investment adviser which provides Investment Advisory services.
Comments regarding tax implications are informational only. Truist and its representatives do not provide tax or legal advice. You should consult your individual tax or legal professional before taking any action that may have tax or legal consequences.
Truist Wealth, International Wealth, Center for Family Legacy, Business Owner Specialty Group, Sports and Entertainment Group, and Legal and Medical Specialty Groups are marketing names used by affiliates of Truist Financial Corporation.
Truist Securities is the trade name for the corporate and investment banking services of Truist Financial Corporation and its subsidiaries, including Truist Securities, Inc., member FINRA and SIPC.
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.
New York City residents: Translation or other language access services may be available. When calling our office regarding collection activity, if you speak a language other than English and need verbal translation services, be sure to inform the representative. A description and translation of commonly-used debt collection terms is available in multiple languages at www.nyc.gov/dca.
Branch Banking and Trust Company is now Truist Bank. Learn more.
BB&T and SunTrust have merged to become Truist. Both institutions will continue to offer independent product lines for a period of time. This may include differing underwriting guidelines, product features, terms, fees and pricing. Our friendly teammates at your local SunTrust branches will be happy to walk you through their respective products. You can also learn more by contacting them at 800-SUNTRUST or SunTrust.com.