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SunTrust and BB&T are now Truist

Both institutions will continue to offer independent product lines for a period of time. This may include differing underwriting guidelines, product features, terms, fees and pricing. Learn More

Collaborating to achieve your goals.

Drawing on the expertise of investment professionals, trust and estate experts, private bankers and insurance professionals, your advisor will work with you to navigate a range of financial challenges, addressing your most pressing wealth management questions and concerns, and regularly collaborating to keep you on track toward meeting your long-term planning objectives.

Our Wealth Management Process:

  • Clarify and Prioritize Your Goals

  • Analyze Your Current Wealth Picture

  • Identify Any Special Needs(e.g., Trusts, Cash Management, Lending)

  • Model Various "What If?" Scenarios to Make More Informed Decisions

  • Monitor and Evaluate Strategies to Keep you on Track

Find a Private Wealth Advisor for your specific needs.


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SunTrust Private Wealth Management

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Investing Amid a Carousel of Concerns

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