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.

View Video >

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

  • Will Caring for Aging Parents Threaten Your Retirement?

    The financial obligations associated with caring for an aging parent can often coincide with other priorities. Of course you want to help out when possible; just don’t jeopardize your own future.

  • A Fresh Perspective on Retirement Income

    Faced with the potential to live 30+ years in retirement, the traditional approach to retirement income may no longer make sense.

  • Big Life Change? Three Retirement Rules of Thumb to Follow

    Big life changes can dramatically change how much money you’re able to save each month. Keep in mind these rules of thumb when life shakes things up.

  • Staying on Track with Your Retirement Investments

    Investing for your retirement over the long term takes a little knowledge and discipline. Though there can be no guarantee that any investment strategy will be successful—and all investing involves risk—there are ways to help yourself build your retirement cushion.

  • Donor Advised Funds: Family Giving Made Easy

    In 2014, Americans gave more than $358 billion to charity with nearly three-quarters of that amount coming directly from individuals. And while much of these donations come in the form of direct cash gifts, more and more individuals are turning to planned.