Photography by Monica Parkkonen Photographyv


BB&T’s wealth management approach is driven by a longstanding culture of personal service and integrity. And BB&T’s clients in Greenville know the value of doing business with BB&T, one of the most stable and successful financial institutes in the nation, is in building relationships with experienced advisors rooted in this culture.

Clients have access to a dedicated wealth advisor supported by a team of specialists with deep knowledge of financial planning, strategic credit, banking, insurance, investments, trusts and estate planning. This team approach extends beyond BB&T. They connect and coordinate with your attorney, CPA and tax advisor so each professional has the benefit of the big picture – your overall financial picture – as they make recommendations in their areas of expertise.

The result is a team approach that integrates decisions within all areas of your financial life. While personal service is at the heart of the BB&T philosophy, a four-step process provides a practical approach to wealth management. The four steps of the BB&T Wealth customized financial plan focus on assessing your needs, structuring your plan, assembling your team and monitoring your results. This process begins with in-depth conversations and results in an integrated action plan that evolves as your financial needs and objectives change.

“We enjoy getting to know our clients and their families, and understanding what is important to them. Often, our advisors and clients discover mutual interests, especially when it comes to community involvement. These shared interests create deeper, more meaningful connections and relationships that continue for years, decades –even generations,” said Wealth Regional Director Anne Lamb.

Traditional banking services are provided by Branch Banking and Trust Company, Member FDIC. Only deposit products are FDIC insured. Loans, lines of credit and credit cards are subject to credit approval. Trust and investment management services are provided by Branch Banking and Trust Company. Other investment solutions are offered by BB&T Investments and BB&T Scott & Stringfellow, divisions of BB&T Securities, LLC, member FINRA/SIPC. Insurance products are provided by McGriff Insurance Services, Inc., a wholly owned subsidiary of BB&T Insurance Holdings, Inc. BB&T Securities, LLC, is a wholly owned, nonbank subsidiary of BB&T Corporation. Securities and insurance products or annuities sold, offered or recommended by BB&T Securities, LLC, BB&T Insurance Holdings, Inc., or Branch Banking and Trust Company are not a deposit, not FDIC insured, not guaranteed by a bank, not insured by any federal government agency and may go down in value. BB&T and its representatives do not offer tax advice. The information provided should not be considered tax or legal advice. Please consult with your individual tax advisor and/or attorney regarding your individual circumstances.

2 W. Washington St. Greenville | 864.282.3172