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Let your money take you where you want to go.

Collaboration is key when it's your future at stake. Your Premier Banker, in partnership with a SunTrust Investment Services Financial Advisor, can give you a holistic view of your finances.

  • Measurable and Specific

    Your customized financial strategy allows you to define and prioritize your goals. With SunTrust SummitView, you can aggregate all of your accounts to get a 360 view of your finances.

  • Flexibility for the Future

    Life changes quickly, so your plan is designed to evolve with you. The interactive planning process allow you to see how spending, saving and investments will impact your overall plan, giving you even more control over your finances.

  • Bring Your Plan to Life

    Goals? Check. A Strategy? Check. Plus, seasoned professionals to help guide you toward financial confidence. Your Premier Banker is dedicated to helping you succeed.

Resource Center

  • More Interest-ing

    Compounding interest can have a profound difference on an investor’s ability to build wealth. Add this power to investments that are already growing, and It can be like supercharging an engine.

  • Staying on Course

    The question isn’t whether to rebalance your investment portfolio, but when and how frequently. Done thoughtfully, there are ways to rebalance while keeping tax implications to a minimum.

  • Now and Later

    Tax-deferred investments such as 401(k) plans have two key benefits. The first impacts someone in active saving mode, while the other can affect those withdrawing funds. Learn more.

  • 7 Money Moves to Consider Before Your International Trip

    Traveling abroad? This checklist will help you figure out all things money—before you say “bon voyage.”

  • Planning Consideration for LGBT Seniors

    Research shows that LGBT seniors are twice as likely to be single, twice as likely to live alone and three to four times less likely to have children than their heterosexual peers.

  • For more details about Wire Transfers with SunTrust, call 800.947.3786

    SunTrust incoming wire instructions:

    • For domestic incoming wires, use Routing ABA: 061000104
    • For international incoming wires, use SWIFT/BIC: SNTRUS3A
    • Beneficiary account number: SunTrust full account number
    • Beneficiary name: The name as it appears on the SunTrust account

    SunTrust incoming wire instructions are also available by calling 800.947.3786 - option 1