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Retirement Specialists, Retirement Planning

Our Advisors

You have retirement questions, SunTrust has answers

Everyone’s retirement situation is unique. Depending on where you stand, you are likely to have very different questions, concerns, and priorities. You don’t have to figure it out on your own. A SunTrust Investment Services advisor can help, no matter how much you’ve saved. We will help you every step of the way: from planning, budgeting, organizing, and saving; to making the transition; to living in retirement.

At SunTrust Investment Services, you have direct and easy access to retirement planning experts - including Certified Financial Planners (CFPs) and Chartered Retirement Planning Counselors (CRPCs) - who can meet with you in the way that is most convenient for you (branch, phone, online). Our advisors have access to specialized tools and will work with you to create your personal retirement game plan. They will continue to monitor and adjust your plan as your situation or needs change. And when its time, they will help you convert your retirement savings into income in the most tax efficient way.

We have over 500 advisors who can offer tailored suggestions and ongoing guidance on retirement products from some of the best providers the industry has to offer, including products that offer guaranteed* income for life. Our advisors can also help you rollover your 401(k) or other employer-sponsored plan from your previous employer.

Speak to a SunTrust Investment Services, Inc. Advisor today by calling 800.786.8787 or click here to find an advisor near you.


* All guarantees based upon the claims paying ability of the issuing insurance company.

Investment and Insurance Products:

  • Are Not FDIC or any other Government Agency Insured
  • Are Not Bank Guaranteed
  • May Lose Value

© 2016 SunTrust Banks, Inc.

Equal Housing SunTrust Bank is an Equal Housing Lender. Member FDIC.

Equal Housing Equal Housing Lender. SunTrust Mortgage, Inc.

SunTrust, SunTrust Mortgage, SunTrust PortfolioView, SunTrust Robinson Humphrey, SunTrust Premier Program, AMC Pinnacle, AMC Premier, Access 3, Signature Advantage Brokerage, Custom Choice Loan and SunTrust SummitView are federally registered service marks of SunTrust Banks, Inc. All other trademarks are the property of their respective owners.

Services provided by the following affiliates of SunTrust Banks, Inc.: Banking and trust products, including investment advisory products and services, are provided by SunTrust Bank, member FDIC; securities, insurance (including annuities), and other investment products and services are provided by SunTrust Investment Services, Inc.; investment advisory products and services are offered by SunTrust Investment Services, Inc.; mortgage products and services are provided by SunTrust Mortgage, Inc.

SunTrust Mortgage, Inc. - NMLS #2915, 901 Semmes Avenue, Richmond, VA 23224, toll free 1-800-634-7928 CA: licensed by the Department of Business Oversight under the California Residential Mortgage Lending Act, IL: Illinois Residential Mortgage Licensee #MB-989, Department of Financial and Professional Regulation, 100 W. Randolph, Suite 900, Chicago, IL 60601, (312) 793-1490, MA: Mortgage Lender license #-ML-2915, NH: licensed by the New Hampshire Banking Department, NJ: Mortgage Banker License - New Jersey Department of Banking and Insurance, and RI: Rhode Island Licensed Lender.

"SunTrust Advisors" may be officers and/or associated persons of the following affiliates of SunTrust Banks, Inc.: SunTrust Bank, our commercial bank, which provides banking, trust and asset management services; SunTrust Investment Services, Inc., an SEC registered investment adviser and broker-dealer, which is a member of FINRA and SIPC, and a licensed insurance agency, and which provides securities, annuities and life insurance products, and other investment services.

SunTrust Private Wealth Management, International Wealth Management, Business Owner Specialty Group, Sports and Entertainment Group, and Legal and Medical Specialty Groups are marketing names used by SunTrust Banks, Inc. and SunTrust Investment Services, Inc.

SunTrust Robinson Humphrey is the trade name for the corporate and investment banking services of SunTrust Banks, Inc. and its subsidiaries, including SunTrust Robinson Humphrey, Inc., member FINRA and SIPC.