Wealth Planning Advice
My name is Joe Sicchitano, head of wealth planning and advice delivery for SunTrust Private Wealth Management. It's my responsibility to make sure the experience you have is collaborative, customized, and comprehensive. For those who prosper by challenging themselves, SunTrust Private Wealth Management has the expertise to help you look beyond the portfolio and prepare for whatever life brings. Solid, long-term results are expected, but taking the time to learn your needs, wants, and aspirations is what sets us apart. So that's why our approach starts with you. We begin by being curious—gathering data, listening and learning about you.
It's not just about the data though. That information, while important, is incomplete. By exploring where you've been and how you've arrived to where you are today, we can use that information to provide context and understanding for where that trajectory will take you in the future.
With that understanding, in a sense, we can bring the future into the present so you can act on it today, confidently making decisions that help put you on a good course to a future designed by you.
I'm Felicia Speetjens, head of Private Wealth Management Advisory Solutions for SunTrust Private Wealth Management. I'm responsible for the delivery of our investment, insurance and credit solutions and advice to high net worth clients throughout SunTrust.
The way we get to the advice is a process. The consistency and thoughtfulness of how we engage the client in the process is why the advice can be relied on to fit each individual client situation. We always keep our clients' interests in mind and are relentlessly objective when making recommendations.
SunTrust has a deep bench of experts, and we pull them as needed, depending on your individual needs and circumstances. It's not a team or plan. It's your team and plan. We won't bring an expert, whether trust in estates or credit, unless they matter to you and your needs.
What clients tell me most often is that they want someone to help simplify and filter all of those options and choices down to the handful that are best for them. Advice is just that. It's the wisdom, simplicity, clarity and direction. It's the remedy for the murkiness and uncertainty of the future that causes anxiety and indecision. The best advice is the kind that leads you to making better, more informed, and integrated decisions.
The more complex a plan becomes, the greater the potential anxiety. So we utilize SummitView, our financial planning technology, to evaluate a wide variety of scenarios, including stress testing it against many of life's uncertainties to find the solutions that make the most sense for your success. Combined with our team's expertise, this results in solid advice that inspires loyalty in us, and confidence in their success.
For those who prosper by challenging themselves, SunTrust Private Wealth Management has the expertise to help you look beyond the portfolio and prepare for whatever life brings.
Solid, long-term results are expected, but taking the time to learn your needs, wants & aspirations is what sets us apart.
The information and material presented in this video are for general information only and do not specifically address individual investment objectives, financial situations or the particular needs of any specific person. Nothing in this material constitutes individual investment, legal or tax advice. Investments involve risk and an investor may incur profits or losses. Claims made in this video may not be representative of the experience of other clients and are not indicative of future performance or success.
SunTrust Bank and its affiliates and the directors, officers, employees and agents of SunTrust Bank and its affiliates (collectively, "SunTrust") are not permitted to give legal or tax advice. Clients of SunTrust should consult with their legal and tax advisors prior to entering into any financial transaction.
Investment and Insurance Products: Are not FDIC or any other Government Agency Insured; Are not Bank Guaranteed; May Lose Value.
SunTrust Private Wealth Management is a marketing name used by SunTrust Banks, Inc. and the following affiliates: Banking and trust products and services, including investment advisory products and services, are provided by SunTrust Bank. Securities, insurance (including annuities) and other investment products and services are offered by SunTrust Investment Services, Inc., an SEC registered investment adviser and broker-dealer, member FINRA, SIPC, and a licensed insurance agency.
Joe Sicchitano and Felicia Speetjens are Registered Representatives, SunTrust Investment Services, Inc., and Investment Adviser Representatives, SunTrust Advisory Services, Inc.
©2018 SunTrust Banks, Inc. SunTrust is a federally registered trademark of SunTrust Banks, Inc.
This content does not constitute legal, tax, accounting, financial or investment advice. You are encouraged to consult with competent legal, tax, accounting, financial or investment professionals based on your specific circumstances. We do not make any warranties as to accuracy or completeness of this information, do not endorse any third-party companies, products, or services described here, and take no liability for your use of this information.
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SunTrust Bank, now Truist Bank, Member FDIC. ©2019 Truist Financial Corporation. SunTrust®, the SunTrust logo, and Truist are service marks of Truist Financial Corporation. All rights reserved.
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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 Truist Financial Corporation: Banking products and services, including loans and deposit accounts, are provided by SunTrust Bank and Branch Banking and Trust Company, both now Truist Bank, Member FDIC. Trust and investment management services are provided by SunTrust Bank and Branch Banking and Trust Company, both now Truist Bank, and SunTrust Delaware Trust Company. Securities, brokerage accounts and /or insurance (including annuities) are offered by SunTrust Investment Services, Inc. and BB&T Securities, LLC, P.J. Robb Variable Corp., and Precept Advisory Group, LLC, which are SEC registered broker-dealers, members FINRALink opens a new window, SIPCLink opens a new window, and a licensed insurance agency where applicable. Investment advisory services are offered by SunTrust Advisory Services, Inc., GFO Advisory Services, LLC, BB&T Securities, LLC, Sterling Capital Management, LLC, and BB&T Institutional Investment Advisors, Inc., each SEC registered investment advisers. BB&T Sterling Advisors, BB&T Investments and BB&T Scott & Stringfellow, are divisions of BB&T Securities, LLC. Mutual fund products are advised by Sterling Capital Management, LLC. Mortgage products and services are offered through SunTrust Mortgage, a tradename for SunTrust Bank now Truist Bank.
"SunTrust Advisors" may be officers and/or associated persons of the following affiliates of Truist Financial Corporation: SunTrust Bank now Truist 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 FINRALink opens a new window and SIPCLink opens a new window, 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, GenSpring, Business Owner Specialty Group, Sports and Entertainment Group, and Legal and Medical Specialty Groups are marketing names used by SunTrust Bank now Truist Bank, SunTrust Investment Services, Inc., and SunTrust Advisory Services, Inc.
SunTrust Robinson Humphrey is the trade name for the corporate and investment banking services of Truist Financial Corporation and its subsidiaries, including SunTrust Robinson Humphrey, Inc., member FINRALink opens a new window and SIPCLink opens a new window.
Thank you for choosing SunTrust now Truist. We welcome the opportunity to serve your financial needs. While SunTrust and BB&T have merged to become 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.
Our friendly teammates at your local BB&T branches will be happy to walk you through their products. You can also learn more by contacting them at 1-800-BANK-BBT or BBT.com.