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. It's the reason we received top scores in industry studies on advice delivery. SunTrust's SummitView planning experience earned the best possible mark--a 5--across all four dimensions: customer centricity, quality of recommendations, format, and 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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Investment and Insurance Products:
Are Not FDIC or any other Government Agency Insured Are Not Bank Guaranteed May Lose Value
© 2018 SunTrust Banks, Inc
SunTrust Bank is an Equal Housing Lender. Member FDIC
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., a SEC registered adviser. GFO Advisory Services, LLC is a SEC registered investment adviser that provides investment advisory services to a group of private investment funds and other non-investment advisory services to affiliates. Mortgage products and services are provided by SunTrust Mortgage, Inc.
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"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 and GenSpring 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.
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