SunTrust SummitViewSM

At SunTrust, our advisors take a different approach to financial planning — one that’s grounded in process, but with a far more personal touch.

The basic objective of our financial planning process is to distill the complex universe of financial choices down to the critical few recommended actions that will most positively impact your financial well-being, and then to help you prioritize those actions so you can successfully achieve them. Watch our video for an in-depth overview of our Financial Planning process, SunTrust SummitView:

All effective financial planning begins with identifying and prioritizing your objectives and then moves to gathering and analyzing data, evaluating strategies, identifying an action plan and ultimately executing on it.

This is all brought together and managed through our innovative SunTrust SummitViewSM online planning solution that combines advanced planning functionality and cutting-edge account integration technology to give you an unprecedented view of your total financial picture and guide you along your financial planning path.

SunTrust SummitView provides you with:

  • Simplicity – a single online snapshot of all your assets and your progress towards financial goals.
  • Confidence – provides a clear, comprehensive understanding of your finances and how potential decisions and market changes will impact them.
  • Convenience – all your vital financial documents stored safely and securely in the online Vault, for easy access and sharing.

SunTrust SummitView allows you to:

  • Access data from multiple accounts electronically, giving you one complete view of all your assets
  • Calculate your assets and liabilities to provide your net worth at a glance, taking into consideration cash, credit card, investment accounts, insurance, loan balances and property values
  • Track your spending across multiple categories, including preset categories and custom categories you create based on your unique situation
  • Examine “what-if” scenarios related to spending habits, implications of changes to economic climate and more with basic modeling tools
  • Set alerts to let you know when you’re straying from goals

Read the recent Barron’s article on SunTrust SummitView, "SunTrust's New Planner."

To learn more about SunTrust SummitView, talk to a SunTrust Advisor or visit suntrust.com/peoplefinder to find an Advisor near you.

Disclaimers

SunTrust SummitView is a service mark of SunTrust Banks, Inc.

Investment and Insurance Products:

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

© 2015 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 Premier Program, AMC Fund Select, AMC Pinnacle, AMC Premier, Access 3, Signature Advantage Brokerage, Custom Choice Loan and Sure Pay are federally registered service marks of SunTrust Banks, Inc. SunTrust Solid Theft Protection and SunTrust SummitView are 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.; investment advisory products and services are offered by SunTrust Investment Services, 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 #MB-989, Department of Financial and Professional Regulation, 100 W. Randolph, Suite 900, Chicago, Illinois 60601, (312) 793-1490, 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.

"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. and SunTrust Investment Services, 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.