Attorney wealth management, Legal wealth management, Legal Specialty Group

Legal Specialty Group

As a practicing attorney, or a principal in a law firm, you understand the importance of having sound, timely and specialized advice to help you address your daily and evolving financial needs and challenges.

Meet the SunTrust Legal Specialty Group, a team of legal wealth management advisors who understand the complex financial needs of attorneys and their firms. Our commitment to you embodies four key attributes.

  1. A lifelong resource: The SunTrust Legal Specialty Group can offer financial guidance throughout your career, from buying your first home to mapping out your retirement.
  2. Specialists serving specialists: Client advisors in the SunTrust Legal Specialty Group provide solutions and services designed specifically for attorneys and their firms.
  3. Assessing and advising: Our experts guide attorney wealth management decisions by working together to identify the right mix of products, strategies and solutions for you and your firm.
  4. A personal connection: Like you, SunTrust's Legal Specialty Group advisors understand the importance of establishing trust with their clients.

Just think of all the financial needs that can arise during a lifetime of living and working in the legal field. Legal wealth management requires a keen eye and complete understanding of the profession. The SunTrust Legal Specialty Group offers a range of financial services and solutions designed to address the complex financial needs of attorneys and their firms.


1Offered through SunTrust Investment Services, Inc.

2Insurance products and services are offered through SunTrust Insurance Services, Inc., a licensed insurance agency.

3Residential mortgage loans are offered through SunTrust Mortgage, Inc.

4Subject to credit approval.

5SunTrust Credit Cards are issued by SunTrust Bank. All credit cards are subject to credit approval.

6Deposit products are offered through SunTrust Bank, Member FDIC.

Investment and Insurance Products:

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

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Services provided by the following affiliates of SunTrust Banks, Inc.: Banking products and services are provided by SunTrust Bank, Member FDIC. Trust and investment management services are provided by SunTrust Bank, SunTrust Delaware Trust Company and SunTrust Banks Trust Company (Cayman) Limited. Securities, brokerage accounts and insurance (including annuities) are offered by SunTrust Investment Services, Inc., a SEC registered broker-dealer, member FINRA, SIPC, and a licensed insurance agency. Investment advisory services are offered by SunTrust Advisory Services, Inc., and GenSpring Family Offices, LLC, each of which is registered as an investment adviser with the U.S. Securities and Exchange Commission. Mortgage products and services are provided by SunTrust Mortgage, Inc.

SunTrust Mortgage, Inc. - NMLS #2915, 901 Semmes Avenue, Richmond, VA 23224, 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, 1‐888‐473‐4858, MA: Mortgage Lender license #‐ML‐2915, NJ: Mortgage Banker License ‐ New Jersey Department of Banking and Insurance, NY: Licensed Mortgage Banker—NYS Department of Financial Services, 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., a registered broker-dealer, which is a member of FINRA and SIPC, 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, Business Owner Specialty Group, Sports and Entertainment Group, and Legal and Medical Specialty Groups are marketing names used by SunTrust Bank, SunTrust Banks Trust Company (Cayman) Limited, SunTrust Delaware Trust Company, SunTrust Investment Services, Inc., and SunTrust Advisory Services, Inc.

SunTrust Bank and its affiliates do not accept fiduciary responsibility for all banking and investment account types offered. Please consult with your SunTrust representative to determine whether SunTrust and its affiliates have agreed to accept fiduciary responsibility for your account(s) and if you have completed the documentation necessary to establish a fiduciary relationship with SunTrust Bank or an affiliate. Additional information regarding account types and important disclosures may be found at\investmentinfo.

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.