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

  • Global Perspective

    SunTrust Private Wealth Management’s Global Perspective provides a view of the latest global economy and market events. Read the latest report here.

  • 4 Questions to Consider Before Financing a Boat or RV

    Understanding the process when purchasing a boat or RV is essential. Here are some key considerations.

  • 7 Tips to Live an Active Retirement

    Retirement can be whatever you want it to be, as long as you start off on the right foot. Consider the following tips to achieve a surprising (and fulfilling) retirement.

  • When Retirement Happens Unexpectedly

    Nobody likes to think of being forced to leave a career unexpectedly. For a variety of reasons, though, it’s a possibility that needs to be acknowledged and for which to plan.

  • Generating Liquidity from Your Illiquid Assets

    If a sizable portion of your personal wealth remains tied up in your business, you’re likely taking on additional risk and putting pressure on your family’s cash flow situation. Here are two strategies that could help you generate much-needed liquidity.