Attorney wealth management, Legal wealth management, Legal Specialty Group

Legal Specialty Group

As a practicing attorney, or a principal in a law firm, you understand the importance of having sound, timely and specialized advice to help you address your daily and evolving financial needs and challenges.

Meet the SunTrust Legal Specialty Group, a team of legal wealth management advisors who understand the complex financial needs of attorneys and their firms. Our commitment to you embodies four key attributes.

  1. A lifelong resource: The SunTrust Legal Specialty Group can offer financial guidance throughout your career, from buying your first home to mapping out your retirement.
  2. Specialists serving specialists: Client advisors in the SunTrust Legal Specialty Group provide solutions and services designed specifically for attorneys and their firms.
  3. Assessing and advising: Our experts guide attorney wealth management decisions by working together to identify the right mix of products, strategies and solutions for you and your firm.
  4. A personal connection: Like you, SunTrust's Legal Specialty Group advisors understand the importance of establishing trust with their clients.

Just think of all the financial needs that can arise during a lifetime of living and working in the legal field. Legal wealth management requires a keen eye and complete understanding of the profession. The SunTrust Legal Specialty Group offers a range of financial services and solutions designed to address the complex financial needs of attorneys and their firms.

Personal Services
  • Financial planning
  • Trust and estate administration
  • Personalized Investment Advisement1
  • Insurance Planning2
  • Retirement plans for one-person
  • Mortgages for primary and secondary residences3
  • Personal banking services
Firm Services
  • Commercial lines and loans4
  • Commercial mortgages4
  • Retirement plans (401k, profit sharing and pension)
  • Treasury and Payment Solutions
  • Practice banking services (checking, savings, money, money market accounts, debit and credit5 cards)6
  • Escrow services
Disclaimers

1Offered through SunTrust Investment Services, Inc.

2Insurance products and services are offered through Suntrust Insurance Services, Inc., a licensed insurance agency.

3Residential mortgage loans are offered through SunTrust Mortgage, Inc.

4Subject to credit approval.

5SunTrust Credit Cards are issued by SunTrust Bank. All credit cards are subject to credit approval.

6Deposit products are offered through SunTrust Bank, Member FDIC.

Securities, Investment and Insurance Products and Services:

  • Are Not FDIC or any other Government Agency Insured
  • Are Not Bank Guaranteed
  • May Lose Value

© 2014 SunTrust Banks, Inc.

Equal Housing SunTrust Bank is an Equal Housing Lender. Member FDIC.

Equal Housing Equal Housing Lender. SunTrust Mortgage, Inc.

SunTrust, SunTrust Mortgage, SunTrust at Work, SunTrust Mobile Banking, SunTrust PortfolioView, SunTrust Robinson Humphrey, SunTrust Solid Theft Protection, Ridgeworth Funds, RidgeWorth Capital Management, Wealth Select, AMC Fund Select, AMC Pinnacle, AMC Premier, Access 3, Bank Your Way Snapshot, Signature Advantage Brokerage, Custom Choice and Sure Pay are federally registered service marks of SunTrust Banks, Inc. All other trademarks are the property of their respective owners.

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; securities, insurance (including annuities), and other investment products and services are provided by SunTrust Investment Services, Inc., an SEC registered broker/dealer and a member of the FINRA and SIPC, and a licensed insurance agency; investment advisory products and services are offered by SunTrust Investment Services, Inc. and Ridgeworth Capital Management, Inc.; mortgage products and services are provided by SunTrust Mortgage, Inc.

SunTrust Mortgage, Inc. - NMLS #2915, 901 Semmes Avenue, Richmond, VA 23224, toll free 1-800-634-7928 CA: licensed by the Department of Business Oversight under the California Residential Mortgage Lending Act, IL: Illinois Residential Mortgage Licensee, MA: Mortgage Lender license #-ML-2915, NH: licensed by the New Hampshire Banking Department, NJ: Mortgage Banker License - New Jersey Department of Banking and Insurance, and RI: Rhode Island Licensed Lender. © 2014 SunTrust Banks, Inc. SunTrust and SunTrust Mortgage are federally registered service marks of SunTrust Banks, Inc. How can we help you shine? is a service mark of SunTrust Banks, Inc.

"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., an 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 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 Banks, Inc., SunTrust Investment Services, Inc., and Ridgeworth Capital Management, Inc.

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.