SunTrust SummitView®

At SunTrust, our advisors take a different approach to financial planning — one that’s grounded in process, but with a far more personal touch.

The basic objective of our financial planning process is to distill the complex universe of financial choices down to the critical few recommended actions that will most positively impact your financial well-being, and then to help you prioritize those actions so you can successfully achieve them. Watch our video for an in-depth overview of our Financial Planning process, SunTrust SummitView:

All effective financial planning begins with identifying and prioritizing your objectives and then moves to gathering and analyzing data, evaluating strategies, identifying an action plan and ultimately executing on it.

This is all brought together and managed through our innovative SunTrust SummitView online planning solution that combines advanced planning functionality and cutting-edge account integration technology to give you an unprecedented view of your total financial picture and guide you along your financial planning path.

SunTrust SummitView provides you with:

  • Simplicity – a single online snapshot of all your assets and your progress towards financial goals.
  • Confidence – provides a clear, comprehensive understanding of your finances and how potential decisions and market changes will impact them.
  • Convenience – all your vital financial documents stored safely and securely in the online Vault, for easy access and sharing.

SunTrust SummitView allows you to:

  • Access data from multiple accounts electronically, giving you one complete view of all your assets
  • Calculate your assets and liabilities to provide your net worth at a glance, taking into consideration cash, credit card, investment accounts, insurance, loan balances and property values
  • Track your spending across multiple categories, including preset categories and custom categories you create based on your unique situation
  • Examine “what-if” scenarios related to spending habits, implications of changes to economic climate and more with basic modeling tools
  • Set alerts to let you know when you’re straying from goals

Read the recent Barron’s article on SunTrust SummitView, "SunTrust's New Planner."

To learn more about SunTrust SummitView, talk to a SunTrust Advisor or visit suntrust.com/peoplefinder to find an Advisor near you.

Disclaimers

SunTrust SummitView is a federally registered service mark of SunTrust Banks, Inc.

Investment and Insurance Products:

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

© 2017 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 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 www.suntrust.com\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.