Optimizing Business Wealth

Maximize your assets with next generation strategy

You've invested the time and energy into making your business a success. Now it's time to extend your strategy for the future.

Still building your business? Ready to address your exit strategy? BB&T Wealth helps you formulate and execute a plan that integrates your personal, family and business goals.

Where are you on your journey?

Maximizing and protecting business value

Do you own a valuable company, a multigenerational family business or a business that serves as an investment vehicle? In any case, it's never too early to have a plan for the future.

Protecting assets and mitigating risk

It's impossible to predict what the future may hold for you or your business. Be sure to cover everything you've worked so hard to build.

Preserving and transferring personal wealth

Life can get complex when managing both your business and personal wealth. It's important to consider and prepare for the next phase of your life.

Exiting and transitioning the business

Designing a plan for your company's future requires specialized expertise. The best solution balances both sides of the picture—your family and your business.

Ready to take the next step?

Schedule appointment

Choose a time for an advisor to call you.

Call now

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

Intellectual Capital

Benefit from our insights. See how Intellectual Capital can help your organization grow.

Managing Personal Wealth

Handle everyday finances, prepare for life events and protect your wealth to achieve your financial goals.

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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