Managing Personal Wealth

Optimize your resources for yourself and those you love

You didn't build wealth by doing it like everyone else

You've seen opportunities where others haven't. Put in the hours that others wouldn't. Arrived at the next level sooner than you ever imagined.

At every stage in life, optimizing your resources is important. With each successive stage, it grows more complex. This is where the right relationship makes all the difference.

That's why BB&T Wealth provides a continuum of support as you transition from the early years of wealth accumulation to the time when asset preservation takes priority and attention shifts to gifting, sheltering and distribution. All tailored to your goals. Your life. Your journey.

Where are you on your journey?

Managing everyday finances

Managing everyday finances wisely is simple with all that BB&T has to offer.

Preparing for life events

Throughout your life, you're going to experience various events—some planned, some not—that will impact your finances.

Achieving goals

No matter your financial situation, it’s important to take all of your goals into consideration together to maximize the likelihood of achieving them.

Protecting wealth

You worked hard to grow your wealth, and ensuring the proper execution of your strategy can have a meaningful impact on your net worth.

Ready to take the next step?

Schedule appointment

Choose a time for an advisor to call you.

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Speak with an advisor.

800-228-9798

BB&T Wealth

Your dedicated BB&T Wealth advisor works with you to coordinate, integrate and assimilate all facets of your financial life and all segments of your financial strategy using our exclusive wealth management solutions.

Our solutions

Comprehensive Financial Planning

A strategy designed just for you that considers all of your personal needs and business plans.

Banking

With the Vantage Suite of Services, your accounts are integrated to make your financial life as convenient and rewarding as possible.

Strategic Credit

Mortgages, lines of credit and customized lending solutions can be powerful monetary levers to support your overall financial strategy.

Risk Management

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.

Your priorities

Optimizing Business Wealth

Grow your business, protect its value, and make a transition plan.

Planning for Retirement

Develop your strategy with a holistic vision that addresses every stage of your retirement journey.

Transferring Wealth

Shape a legacy by protecting your assets while giving back.

Loans, lines of credit and credit cards are subject to credit approval.

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®, BB&T Securities®, BB&T Sterling Advisors, Sterling Capital®, BB&T Investments, BB&T Scott & Stringfellow®, SunTrust®, SunTrust PortfolioView, SunTrust Robinson Humphrey®, 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 SunTrust Investment Services, Inc. and BB&T Securities, LLC, 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 SunTrust Advisory Services, Inc., GFO Advisory Services, LLC, BB&T Securities, LLC, Sterling Capital Management, LLC, Precept Advisory Group, LLC, and BB&T Institutional Investment Advisors, Inc., each SEC registered investment advisers.  BB&T Sterling Advisors, BB&T Investments and BB&T Scott & Stringfellow are divisions of BB&T Securities, LLC.   Mutual fund products are advised by Sterling Capital Management, LLC. Mortgage products and services are offered through SunTrust Mortgage, a tradename for SunTrust Bank now Truist Bank.

The information contained herein is for informational purposes only and does not represent an official statement of your SunTrust Investment Services, Inc. account. Please refer to your monthly or quarterly statements for a complete record of your transactions, holdings, and balances.

"SunTrust 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; SunTrust 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; SunTrust Advisory Services, Inc., a SEC registered investment adviser which provides Investment Advisory services.

SunTrust Private Wealth Management, International Wealth Management, GenSpring, Business Owner Specialty Group, Sports and Entertainment Group, and Legal and Medical Specialty Groups are marketing names used by SunTrust Bank now Truist Bank, SunTrust Investment Services, Inc., and SunTrust Advisory Services, Inc.

SunTrust Robinson Humphrey is the trade name for the corporate and investment banking services of Truist Financial Corporation and its subsidiaries, including SunTrust Robinson Humphrey, Inc., member FINRA and SIPC.

Insurance products and services offered through McGriff Insurance Services, Inc., a subsidiary of BB&T Insurance Holdings, Inc., are not a deposit, not FDIC insured, not guaranteed by a bank, not insured by any federal government agency and 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.

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.

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