SunTrust Bank Home SunTrust Bank Home
h2

Podcast: What to Expect from Your Advisor

h2

Lauren Marshall, Senior Vice President, Financial Planning SunTrust

Share current LOB: wealth-management
Alternate image content: Unable to play video due to browser player constraints not meet
In order to view this video content you need a browser that supports flash 9.0.124 or html5.
h2

Learn how to choose a financial advisor and what to expect from the advising process.

For more information about retirement and financial planning, consult with a SunTrust Investment Services Inc. Financial Advisor, or learn more about how SunTrust can help you plan your retirement.

Disclaimers

This content does not constitute legal, tax, accounting, financial or investment advice. You are encouraged to consult with competent legal, tax, accounting, financial or investment professionals based on your specific circumstances. We do not make any warranties as to accuracy or completeness of this information, do not endorse any third-party companies, products, or services described here, and take no liability for your use of this information.


Related Content

  • Abstract image of man holding an important document

    The Executive Compensation Balancing Act

    For corporate executives, complicated compensation packages can result in highly concentrated company stock positions that create portfolio risk and may be difficult to liquidate.

  • Image of a family looking over the water for the article, “How the Right Financial Plan Helps Manage Your Goals.”

    How the Right Financial Plan Helps Manage Your Goals

    Having awareness of your current financial standing and an effective long-term plan can help you navigate life’s changing—and at times challenging—circumstances.

  • Principles of Financial Planning

    Does your financial plan address more than just retirement? Find out what types of planning make sense for you with this helpful article.

  • Couple looking over financials for infographic: Get Your Financials in Order for 2017

    Infographic: Get Your Financials in Order for 2017

    Making fourth-quarter adjustments to your investment and tax strategies can help keep your portfolio on track toward your financial objectives. Complete your 2016 year-end financial planning by following this checklist.