Managing Personal Wealth

Optimize your resources for yourself and those you love

Contact us to take the next step with BB&T Wealth - important (moves focus down)

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 wisely is simple with all that BB&T has to offer:

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

  • Partner with your BB&T Wealth advisor to plan appropriately for the ones you know about and make smart decisions about the ones that surprise you
  • Secure fitting solutions regardless of your life event whether you're changing jobs, getting married, having kids, purchasing homes, caring for aging parents, or retiring
  • Balance competing financial goals with career and family obligations

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

  • Define and discuss your goals and objectives with your BB&T Wealth advisory team
  • Evaluate where you stand today against them and understand the trade-offs necessary to reach your goals with an in-depth analysis of your financial circumstances
  • Develop strategies aligned with your goals through personal financial planning which provides a detailed plan that is comprehensive, objective, understandable and actionable
  • Implement your plan and review progress over time with your BB&T Wealth advisor and Financial Planning Strategist

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

  • Preserve your assets by incorporating basic estate planning, trust and gifting strategies
  • Minimize the unique risks associated with retirement
  • Prepare for life’s rainy days with relevant insurance options
  • Account for the potential life events between you and your heirs that could alter the plan

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.

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.

Comprehensive financial planning

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


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 Branch Banking and Trust Company, Member FDIC.

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.

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.

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.