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Truist Premier

Financial planning is personal.

Clients with at least $250,000 at Truist are eligible to receive personalized financial planning and a dedicated Premier Advisor.Disclosure 1

With you, we craft a plan aligned to your goals.

Planning comes through the Premier Advisor Client Experience (PACE)—an advice-driven approach that personalizes guidance for your entire financial picture.Disclosure 1

step one
Understand your goals.

Your Truist Premier team will begin listening with intention so they fully understand your goals, your priorities, and what truly matters to you.

step two
Build your plan.

We create a personalized plan that brings clarity to your next steps.

step three
Review your plan.

Together, we tailor your plan so it reflects your ambitions, your lifestyle, and the future you envision.

step four
Move forward together.

As life evolves, your plan evolves with it. With your dedicated team beside you, we can help you be prepared to navigate change and seize new opportunities with confidence.

Let's build and adapt your plan, side by side.

Your Premier Advisor and a dedicated team are here to provide ongoing support as your needs evolve.

Reserve your time with a Premier Advisor today.

Call 844-891-5254 to speak with a Truist Premier advisor. Schedule an appointment with a Premier Advisor.

A plan built on five key fundamentals

Planning goes beyond investments or retirement. It’s about the steps that move you toward your goals. We’ll work through your financial picture together using five guiding fundamentals.Disclosure 1

Banking

Efficient cash-flow and liquidity solutions designed for flexibility and control.

Banking services
  • Discuss liquidity and cash flow
  • Strategic credit for short-term and long-term needs
  • Premium benefits with Truist Marquee℠ CheckingDisclosure 2
    Recommended for clients with combined balances of at least $250,000
Investments

Strategic portfolios aligned with your goals, timeline, and risk tolerance.

Investment services
  • Investing insights for better financial decisions
  • Truist Trade self-directed trading
    Truist Trade is offered by Truist Investment Services, Inc.
  • Truist Invest automated, advisor-supported investing
    Truist Invest is offered by Truist Advisory Services, Inc.
  • Access to Truist Investment Services Financial Advisor
Risk management

Protection strategies to help safeguard what you’ve built.

Risk management services
  • Risk assessment
  • Asset protection strategies
  • Healthcare expense considerations
Planning

A personalized roadmap that brings clarity and direction to your financial life.

Planning services
  • Retirement income
  • Tax considerations: life and legacy planning
  • Financial literacy and education planning
Estate

Thoughtful planning to preserve and transfer wealth with intention.

Estate planning services
  • Will updates and reviews
  • Living will and trust formations
  • Wealth transfer planning

Conversations to have with your Premier Advisor

Financial planning

Investment planning & strategies

Advanced portfolio management

Retirement planning

Estate planning

Advisor coordination

Multigenerational planning

Charitable planning

Education funding

Risk management

Featured insights

Strategic advice A fresh perspective on retirement income

The average life expectancy in the United States is nearly 80 years old. Let’s take a look at retirement as the start of a new phase in life.

Read more about retirement income.

Podcast

I've been meaning to do that podcast with OscarLyn Elder.
I’ve been meaning to do that!

Join our Head of Investment Management, Oscarlyn Elder, for discussions on how to focus on what really matters.

 Tune in to the "I've been meaning to do that" podcast.

Trending articles

4 homebuying myths debunked

5 times to consider refinancing your mortgage

Benefits based on your relationship with Truist Smart money moves start here.
See the rewards and benefits

Ready to start the conversation?

Contact us to learn more about Premier benefits or to see if Truist Premier is right for you.Disclosure 1

Monday - Friday: 8 am - 6 pm ET
Saturday: 9 am - 1 pm ET

Call 844-891-5254 to speak with a Truist Premier advisor. Schedule an appointment with a Premier Advisor.
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Disclosure 1 Clients with combined deposits and investments at Truist of at least $100,000 qualify for Truist Premier.  Should you strengthen your relationship with us and have combined deposit and investment assets of $250,000 or more, you gain a designated Premier Advisor for one-on-one comprehensive financial planning and support.

Disclosure 2 Refer to the Account Overview Guide (PDF) and the Personal Deposit Accounts Fee Schedule (PDF) for detailed information regarding each feature, benefit and/or fees listed for Truist Marquee Checking.

Disclosures

Truist Bank, Member FDIC. © 2026 Truist Financial Corporation. Truist, the Truist logo, Truist Purple, Truist One, Truist Marquee, LightStream, and the LightStream logo are service marks of Truist Financial Corporation.

Equal Housing Lender

Investment and Insurance Products:

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

TRUIST is a service mark of Truist Financial Corporation (Truist) and its affiliates.

Services provided by Truist Financial Corporation (Truist) affiliates: Banking products and services, including loans and deposit accounts, provided by Truist Bank, Member FDIC. Trust and investment management services provided by Truist Bank. Securities, brokerage accounts and/or annuities offered by Truist Investment Services, Inc., an SEC registered broker-dealer, and member FINRA and SIPC, and a licensed insurance agency. Investment advisory services offered by Truist Advisory Services, Inc. and GFO Advisory Services, LLC, SEC registered investment advisers. Some insurance products offered by Truist Investment Services, Inc. Other insurance products offered by Marsh & McLennan Agency, LLC (as successor in interest to McGriff Insurance Services, LLC) CA License #0H18131, Kensington Vanguard National Land Services, and Crump Life Insurance Services. Truist Life Insurance Services (TLIS) is a division of Crump, Arkansas License #100103477. Variable insurance material is for broker-dealer or registered representative use only. Variable products distributed by P.J. Robb Variable, LLC, Arkansas License #100110185. Member FINRA.

Marsh & McLennan Agency LLC, Kensington Vanguard National Land Services, Crump Life Insurance Services, Truist Life Insurance Services, and P.J. Robb Variable, LLC are not affiliated with Truist Financial Corporation or any of its subsidiaries.

Truist Securities is a trademark of Truist Financial Corporation. Truist Securities is a trade name for the corporate and investment banking services of Truist and its subsidiaries. All rights reserved. Securities and strategic advisory services are provided by Truist Securities, Inc., member FINRA and SIPC. Lending, financial risk management, and treasury management and payment services are offered by Truist Bank.

Mortgage products and services are offered through Truist Bank. All Truist mortgage professionals are registered on the Nationwide Mortgage Licensing System & Registry (NMLS), which promotes uniformity and transparency throughout the residential real estate industry. Search the NMLS Registry.

Comments regarding tax implications are informational only. Truist and its representatives do not provide tax or legal advice. You should consult your individual tax or legal professional before taking any action that may have tax or legal consequences.

"Truist Advisors" may be officers and/or associated persons of the following affiliates of Truist, Truist Investment Services, Inc., and/or Truist Advisory Services, Inc. Truist Wealth, International Wealth, Center for Family Legacy, Business Owner Specialty Group, Sports and Entertainment Group, and Legal and Medical Specialty Groups are trade names used by Truist Bank, Truist Investment Services, Inc., and Truist Advisory Services, Inc.

Applications, agreements, disclosures, and other servicing communications provided by Truist Bank and its subsidiary businesses will be provided in English. As a result, it will be necessary for customers to speak, read and understand English or to have an appropriate translator assisting them. Please note that Truist provides translations of webpages, documents and disclosures as a courtesy and in the event of any inconsistencies or discrepancies between the English content and the translated content, the English content supersedes the translation. Truist offers phone support in Spanish at 844-4TRUIST (844-487-8478), option 9. For assistance in other languages, please speak to a representative directly.

New York City residents:

Translation or other language access services may be available. When calling our office regarding collection activity, if you speak a language other than English and need verbal translation services, be sure to inform the representative. A description and translation of commonly-used debt collection terms is available in multiple languages at http://www.nyc.gov/dca.

Borrowers with Limited English Proficiency (LEP) needing information can use the following resources:

The Consumer Finance Protection Bureau (CFPB) also provides additional resources for homeowners seeking payment assistance in select languages at: https://www.consumerfinance.gov/housing/housing-insecurity/help-for-homeowners/

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