The wealth you've created can be significantly enhanced by the legacy you leave
Transferring your wealth is about so much more than the distribution of your assets. It considers the causes you want to support, the estate or business you want to hand over, and the heirs you want to protect. It focuses on your deepest values and evaluates your entire financial picture to position your wealth in ways that enrich the lives of others for years to come.
At BB&T Wealth, we recommend asset transfer strategies that further your philanthropic and tax reduction goals during your lifetime, and allow for your wishes to be carried out beyond your lifetime.
Where are you on your journey?
Shaping a legacy
Thinking about your legacy drives successful outcomes in every area of a person’s life—from financial circumstances to family relationships to philanthropic impact.
Legacy planning makes it easier to handle complex wealth issues and achieve peace of mind by protecting your wealth from long-term costs and providing financial security for those you love.
For many people, giving back is incredibly important and rewarding—making the world a better place for yourself, your children and future generations.
Ready to take the next step?
Choose a time for an advisor to call you.
Speak with an advisor.
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.
Mortgages, lines of credit and customized lending solutions can be powerful monetary levers to support your overall financial strategy.
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.
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®, 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 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.
McGriff Insurance Services, Inc., and McGriff Seibels & Williams, Inc., are subsidiaries of Truist 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.
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.