Both institutions will continue to offer independent product lines for a period of time. This may include differing underwriting guidelines, product features, terms, fees and pricing. Learn More
You have certain goals in life. To achieve them, you should clearly define them and create a plan that includes a comprehensive investment strategy. Regardless of your level of investment knowledge, SunTrust Investment Services (STIS) can help you get on the path to success.
Feeling overwhelmed? You may be surprised to find out that it’s the people who don’t try to outsmart the market who make some of the best investors. The simple truth is that if you’re not investing, you’re actually falling behind.
Key Reasons to Invest Now
There’s no time like the present to sit down and talk with a STIS advisor. He or she can help you develop a savings and investing strategy that’s both manageable and consistent with your goals and appetite for risk.
You don’t have to be an expert, but it’s good to know the basics – whether you invest yourself or work with a trusted advisor. You may think of SunTrust as a bank, but did you know that we’ve been providing investment guidance and solution to individuals and institutions for more than a century?
Through your STIS advisor you have access to:
To learn the basics of investing and get an overview of how it works, view our Quick Guide to Investing.
Your financial advisor is your sounding board – the person who can translate your short- and long-term goals into actionable strategies and then select the most appropriate investments to achieve those strategies. But what qualities should you look for in choosing an advisor?
Let a SunTrust advisor, working in conjunction with our banking experts, help you build a comprehensive plan tailored to your needs. Together you can create a clear roadmap for your future.
Market volatility can push your investment portfolio away from its target allocation. Take a look at our Rebalancing Your Investment Portfolio infographic to see why and how to bring your investments back in line by rebalancing your portfolio.
If you prefer to call us, you can reach the STIS Client Advisory Center at 877.962.9032.
1 “Did you miss the stock market rally? You’re not alone,” April 9, 2015, Bankrate
Unlike a traditional IRA, a Roth IRA allows you to withdraw your money tax-free in retirement. Learn how to maximize your retirement savings.
Want to be a thoughtful investor? You’ll be well on your way by adhering to the following five simple tenets of investing.
Most people wonder if they’ll have enough to retire. Staying on top of your financial goals is important in the homestretch as you have less time to set aside savings.
Does your financial plan address more than just retirement? Find out what types of planning make sense for you.
Calculating annual required minimum distributions (RMDs) can be complex and mistakes can be exceedingly costly, so it’s important to consider an optimal withdrawal strategy.
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Investment and Insurance Products:
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Truist, SunTrust®, SunTrust PortfolioView, SunTrust Robinson Humphrey®, SunTrust Premier Program®, AMC Pinnacle®, AMC Premier®, Access 3®, Signature Advantage Brokerage, Custom Choice Loan®, SunTrust SummitView®, LightStream®, GFO Advisory Services®, BB&T®, BB&T Securities®, BB&T Sterling Advisors, Sterling Capital®, BB&T Investments, and BB&T Scott & Stringfellow® are service marks of Truist Financial Corporation. All rights reserved. All other trademarks are the property of their respective owners.
Services provided by the following affiliates of Truist Financial Corporation: Banking products and services, including loans and deposit accounts, are provided by SunTrust Bank and Branch Banking and Trust Company, both now Truist Bank, Member FDIC. Trust and investment management services are provided by SunTrust Bank and Branch Banking and Trust Company, both now Truist Bank, and SunTrust Delaware Trust Company. Securities, brokerage accounts and /or insurance (including annuities) are offered by SunTrust Investment Services, Inc. and BB&T Securities, LLC, P.J. Robb Variable Corp., and Precept Advisory Group, LLC, which are SEC registered broker-dealers, members FINRALink opens a new window, SIPCLink opens a new window, and a licensed insurance agency where applicable. Investment advisory services are offered by SunTrust Advisory Services, Inc., GFO Advisory Services, LLC, BB&T Securities, LLC, Sterling Capital Management, LLC, and BB&T Institutional Investment Advisors, Inc., each SEC registered investment advisers. BB&T Sterling Advisors, BB&T Investments and BB&T Scott & Stringfellow, are divisions of BB&T Securities, LLC. Mutual fund products are advised by Sterling Capital Management, LLC. Mortgage products and services are offered through SunTrust Mortgage, a tradename for SunTrust Bank now Truist Bank.
"SunTrust Advisors" may be officers and/or associated persons of the following affiliates of Truist Financial Corporation: SunTrust Bank now Truist Bank, our commercial bank, which provides banking, trust and asset management services; SunTrust Investment Services, Inc., a registered broker-dealer, which is a member of FINRALink opens a new window and SIPCLink opens a new window, and a licensed insurance agency, and which provides securities, annuities and life insurance products; SunTrust Advisory Services, Inc., a SEC registered investment adviser which provides Investment Advisory services.
SunTrust Private Wealth Management, International Wealth Management, GenSpring, Business Owner Specialty Group, Sports and Entertainment Group, and Legal and Medical Specialty Groups are marketing names used by SunTrust Bank now Truist Bank, SunTrust Investment Services, Inc., and SunTrust Advisory Services, Inc.
SunTrust Robinson Humphrey is the trade name for the corporate and investment banking services of Truist Financial Corporation and its subsidiaries, including SunTrust Robinson Humphrey, Inc., member FINRALink opens a new window and SIPCLink opens a new window.
Thank you for choosing SunTrust now Truist. We welcome the opportunity to serve your financial needs. While SunTrust and BB&T have merged to become Truist, both institutions will continue to offer independent product lines for a period of time. This may include differing underwriting guidelines, product features, terms, fees, and pricing.
Our friendly teammates at your local BB&T branches will be happy to walk you through their products. You can also learn more by contacting them at 1-800-BANK-BBT or BBT.com.