Find Truist Financial Advisors

An advisor can help you turn your financial goals into a clear, personalized plan—particularly during times of complexity or major life decisions.

You might benefit from working with an advisor if:

• You're unsure how to prioritize or reach your financial goals
• Your finances involve multiple accounts, taxes, or planning needs
• You want guidance, not just products or investment tips

At Truist, our advisors start by asking thoughtful questions and listening carefully. They help translate what matters most to you into a strategy that evolves as your life does. Even if you're comfortable managing things on your own, an advisor can offer valuable oversight and help you evaluate if you are on track.

You likely have enough money to work with a Truist advisor if you have $1 million or more in investable assets.

Note: Investable assets typically include liquid or semi-liquid holdings such as cash, stocks, bonds, mutual funds, ETFs, and retirement accounts. They exclude real estate, business ownership, and personal property.

Our service levels are structured to adjust to the complexities of managing significant wealth but can also be tailored to meet your unique financial situation.

The three Truist wealth management service levels are:

• Signature ($1 to 3 million): Personalized advice to simplify complex decisions and align your wealth with your goals
• Reserve ($3 to 25 million): Strategic planning and portfolio design for growing, preserving, and transferring wealth
• GenSpring Family Offices ($25 million+): Comprehensive, values-based solutions for families managing generational wealth

Not sure where you fit? A Truist advisor can help you assess your options in a commitment-free initial conversation.

A Truist advisor can help you make informed decisions and serve as your strategic partner, helping you navigate key financial moments with clarity.

Here are a few things advisors can help with:

• Planning and advice: Retirement income strategies, tax planning*, savings goals, and business transition support
• Access to banking solutions: Integrated access through our affiliates to deposits, lending, and specialty financing solutions (aircraft, marine vessels, art, etc.)
• Risk management: Insurance reviews, asset protection, and healthcare funding strategies
• Investment guidance: Tailored portfolios, strategic asset allocation, and oversight
• Estate and trust planning: Help with will execution, trust selection*, and generational wealth transfer
• Philanthropy: Charitable giving strategies and donor-advised fund support
• Education and learning: Ongoing insights through events, articles, and resources

Note: Some services vary by wealth management tier. For example, family office services like governance and full wealth administration are typically offered at the highest advisory level.

*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.

There’s no paperwork required to have an initial conversation, and you don’t need to have everything figured out before meeting with an advisor. Just come prepared to talk about your goals, priorities, and your current financial picture.

To make the most of your first conversation with your advisor, it’s helpful to bring:

• Account summaries: Recent bank, investment, or retirement account statements
• Income and expenses: A sense of your monthly budget, savings habits, or debt payments
• Your goals: Whether it’s retiring early, buying property, funding education, or something else
• Questions or concerns: Anything you're unsure about or want guidance on

During your first meeting, your advisor will ask thoughtful questions, listen carefully, and help you clarify where you are and where you want to go. From there, you’ll start building a plan together.

When Truist advisors are acting in an advisory capacity, they are held to a fiduciary standard and must act in your best interest.

When a Truist entity is named in a fiduciary role, such as trustee, executor, or investment manager, we are legally obligated to act in your best interest. This includes duties like trust administration and estate settlement.

Beyond those designations, Truist offers both brokerage and investment advisory services through different affiliates (see below for more details on which products and services are offered by the various Truist affiliates). Whether a fiduciary standard applies depends on the nature of your relationship:

• Advisory accounts: Advisors must act as fiduciaries, providing advice under a legal obligation to prioritize your interests.
• Brokerage accounts: Advisors follow the Regulation Best Interest (Reg BI) standard, which requires recommendations to be in your best interest but does not carry the full fiduciary duty.

When you meet with your advisor, they can answer any questions you have about the fiduciary standard and how it applies to your advisor-client relationship.