Planning and expertise Icon Premier Banking Planning & Expertise

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Here’s where we think Premier Banking can help.

Plan your financial future

Looking at your answers, it appears you’re ready to put the focus on your financial plan to ensure you’re on track to meeting your goals.

When it comes to forming your financial plan, Premier Banking is here with:

  • A team of licensed advisors to help craft a plan tailored just for you
  • A comprehensive array of investment products and services
  • Support right from the beginning of the planning process
  • Investment options that help match your goals, including IRAs, stocks, bonds and mutual funds
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 specialists, 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 experts to help deliver on them.

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Your questions and concerns are our top priority.

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

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Decide how you access your account.

  • Online, virtually or in-branch – you can bank how you like, with easy account access and support when you need it most
  • Our bank specialists will provide a personalized, objective assessment of your financial situation, followed by any guidance you need
  • Virtually 24/7 online or mobile access to check balances, pay bills, view activity and order checks
  • Digital tools and platforms designed especially for Premier Banking clients
  • Expanded external fund transfers allow you to move money to and from the bank electronically
  • Set mobile alert criteria for direct deposit credits, balance thresholds, debit card transaction alerts, plus more

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.

Access Icon Teal Self-guided Digital Solutions

Interested in financial planning? A dedicated Premier Banking team is here to work with you.

Take SummitView for a spin. It’s the simple but powerful web-based collaborative financial planning tool you and your advisor can use to build and monitor a custom financial plan

  • See your total financial picture in one place – all of your accounts both at SunTrust and elsewhere
  • Establish relevant goals and track your progress toward them so you know when plan modifications are needed
  • Model “what if” scenarios to see how spending, investment and economic changes might affect your plan
  • Store important financial documents (e.g., wills and trusts) safely and securely

A professionally managed digital investment solution.

If you’re looking for a simple way to invest, check out BrightFolio, which is offered through Truist Advisory Services, Inc. It’s the smart, affordable, and convenient digital solution for anyone wanting a managed portfolio at a do-it-yourself price.

  • Diversified portfolios, personalized to meet your goals
  • Access to support from an advisor when needed
  • Low annual fees
  • Low account minimums (open an account with as little as $5,000)
  • Regular rebalancing to help keep you on track

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 personalized financial care 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