Unlike many firms, we view wealth management and financial planning as continual processes, not one-time or periodic events. The effectiveness of our wealth management approach is enhanced by a highly personalized relationship with your client advisor, as we partner with you through life's constant changes.
Private Wealth Management focuses on clients that have a need for a more sophisticated, more personalized approach to managing wealth. Due to the increased client focus with providing this personalized approach, clients typically have $1 million or more in investable assets.
To contact a SunTrust Private Wealth Management Advisor visit the Our Locations page or call us at 866.495.5416.
No. We are pleased to provide SunTrust PortfolioView at no additional charge.
Your advisor is in the best position to answer your account-specific questions. SunTrust Customer Care will assist you with password resets and will also forward any additional requests to your advisor or other appropriate individuals.
SunTrust PortfolioView Customer Care is available toll free at 877.422.3993, Monday-Friday 6:30 a.m. to 10 p.m. EST, Saturday-Sunday 7:30 a.m. to 4 p.m. EST.
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Yes, by signing up for eNotification, you will be able to quickly access up to three years of electronic statements with zero clutter or paper waste. For more information, visit the SunTrust.com investment online account services page.
Yes. All information presented can be printed, saved or exported to a spreadsheet.
Your advisor will be happy to show you how to navigate and locate information on your accounts in SunTrust PortfolioView, as well as help resolve any issues that you encounter. SunTrust PortfolioView Customer Care is also available toll free at 877.422.3993.
Investment and Insurance Products:
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Services provided by the following affiliates of SunTrust Banks, Inc.: Banking and trust products, including investment advisory products and services, are provided by SunTrust Bank, member FDIC. Trust and investment management services are provided by SunTrust Bank, SunTrust Delaware Trust Company and SunTrust Banks Trust Company (Cayman) Limited. Securities, brokerage accounts, insurance (including annuities) and investment advisory products and services are offered by SunTrust Investment Services, Inc., a SEC registered investment adviser and broker-dealer, member FINRA, SIPC, and a licensed insurance agency. Investment advisory services are offered by SunTrust Advisory Services LLC, SunTrust Investment Services, Inc., and GenSpring Family Offices, LLC, each of which is registered as an investment adviser with the U.S. Securities and Exchange Commission. Mortgage products and services are provided by SunTrust Mortgage, Inc.
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"SunTrust Advisors" may be officers and/or associated persons of the following affiliates of SunTrust Banks, Inc.: SunTrust Bank, our commercial bank, which provides banking, trust and asset management services; SunTrust Investment Services, Inc., a SEC registered investment adviser and broker-dealer, which is a member of FINRA and SIPC, and a licensed insurance agency, and which provides securities, annuities and life insurance products, and other investment services; SunTrust Advisory Services LLC, a SEC registered investment adviser which provides Investment Advisory services.
SunTrust Private Wealth Management, International Wealth Management, Business Owner Specialty Group, Sports and Entertainment Group, and Legal and Medical Specialty Groups are marketing names used by SunTrust Bank, SunTrust Banks Trust Company (Cayman) Limited, SunTrust Delaware Trust Company, SunTrust Investment Services, Inc., and SunTrust Advisory Services LLC.
SunTrust Robinson Humphrey is the trade name for the corporate and investment banking services of SunTrust Banks, Inc. and its subsidiaries, including SunTrust Robinson Humphrey, Inc., member FINRA and SIPC.