Financial Planning Services and Advice

Why build your financial plan with us?

At SunTrust Investment Services (STIS), you’re not just an account number but someone who matters. Our advisors are invested in you – sharing your hopes, concerns, work ethic and values. And they’re able to back that local, personal financial planning expertise with comprehensive banking and investment resources.

SunTrust SummitView®: you’ll wonder how you ever managed without it

Watch a quick video about how our award-winning SummitView planning tool can bring all your financial information into one single, incredibly convenient view.

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SunTrust SummitView Overview

Customers who are eligible for Premier Banking are invited to see an in-person demonstration of SummitView

Call 877.962.9032 to schedule a demonstration, or enter your zip code below to find your nearest SunTrust Investment Services (STIS) Advisor or Premier Banker.

Not sure where to start with your investment or retirement plan? Check out our:

Find a Financial Advisor near you.

If you prefer to call us, you can reach the STIS Client Advisory Center at 877.962.9032.



Investing & Retirement Resource Center