Your client advisor
A client advisor, an experienced professional based in your local area, serves as your single point of contact and will enlist the expertise of specialists throughout SunTrust Private Wealth Management to help you and your family achieve your unique objectives.
Our commitment to your family…
We strive to build multigenerational relationships with the families we advise. In doing so, we've gained valuable insight into estate issues and concerns that wealthy families encounter. By building a personal relationship with you, we can address your family's current needs and anticipate those of future generations.
…and to your community
We are committed to maintaining a local presence in the communities that we serve. Our experts live and work in their own communities and frequently meet their clients face to face. As a SunTrust client, you will be personally served by a local advisor and supported by a team of specialists.
At the same time you'll have access to the resources and capabilities of one of the nation's largest and most versatile banking institutions. 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. Unlike many firms, we view wealth management and financial planning as continual processes, not one-time or periodic events.
At SunTrust, our Discover-Develop-Deliver process is a constantly repeating one, as your advisor is always working to discover new ways to help bring your personal, family and business aspirations to life.
Step 1: Discover
Your advisor strives to learn as much as possible about what is truly important to you and your family. He or she will work with you to gain a deep understanding of your long-term needs, goals and timeframe.
Step 2: Develop
Your advisor puts together a team of experts to develop solutions appropriate to your unique situation and financial objectives.
Step 3: Deliver
Your advisor puts your plans in motion while maintaining regular communication and quality service, serving as your liaison to the entire SunTrust organization and anticipating your future needs.