Planning and expertise Icon Premier Banking Planning & Expertise

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Here’s where we think Premier Banking can help.

Our specialists are ready to work with you.

We took a look at how you responded and it appears you:

  • Understand the importance of expertise
  • Value the opportunity to work with our professionals
  • Want the advice and resources to make the right decisions for today and tomorrow

Our team of Premier Bankers is ready to help you with tailored advice for all your banking needs. After consulting with any one of our financial professionals, you’ll have the knowledge and confidence to navigate every twist and turn on your financial journey, whether you continue on yourself or side-by-side with one of our professionals.

Schedule a meeting with a Premier Banker
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We work together for you.

Because no one person has all of the answers, we work as a community, made of a team of experts, to help you reach your financial goals.

We’ve created dedicated pathways for our Premier Banking clients to connect with specialty partners, such as mortgage, insurance, investment advisors, and more. In most cases, your Premier Bankers will work with you to create the plan, then, based on your goals, will introduce our specialty teams to help deliver on them.

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Access your team and accounts whenever. Here’s how to do it.

As a Premier Banking client, you’ll receive a priority phone number with immediate access to a dedicated, seasoned team of Premier Care representatives who will quickly address any issues that may arise.

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Expertise in investments

You know us as your trusted bank, but did you also know, through our affiliate1, we offer a comprehensive array of investment products and services you’d find at most brokerage firms and are here to support you right from the beginning - the planning process?

  • Traditional IRAs
  • Roth IRAs
  • Rollover Investment Options
  • Automated Investing
  • Stocks
  • Bonds
  • Annuities
  • SEP IRAs
  • Brokerage Accounts
  • Mutual Funds
  • Global Investing
  • ETFs

Plan for the future

On your own or with the help of one of our bankers, discover how your very own planning process can change and adapt to your needs with expertise and support from SunTrust.

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Invest with a purpose

Your investments should do something, not just be something. The success of your investment strategy should be measured by progress toward, and attainment of, your goals.

Adhere to a disciplined process

A consistent and disciplined process gives you the long-term focus to weather periods of market turmoil – while still allowing you to potentially capitalize on short-term opportunities.

Understanding and mitigating risk

We strive to help you mitigate investment risk through diversification, rebalancing and a “total return” approach that maintains your portfolio in alignment with your unique risk profile.

Select investment solutions wisely

Working together, we'll help you select the mix of investments that best fits with your financial circumstances, goals and personal preferences.

The wealth you've accumulated should create opportunities. A chance to live out your dreams as you always planned.

To help you do just that, Premier Banking gives you the personal advice, experience and tailored solutions to empower and motivate you on your financial journey.

Are you ready for the Premier Banking experience?

  • You'll enjoy personal service from a dedicated team
  • You’ll have access to financial planning and creation of a customized financial strategy
  • You’ll receive exclusive privileges, discounts and money-saving benefits
  • Premier Banking clients maintain at least $100,000 in combined deposits and investments with SunTrust