​​​​​​​Empowering you to surpass the standard

"Truist Wealth is surpassing the standard—in banking, in investment management, in performance and in what achievement means. We empower you to take on the challenge of creating better for our clients and to have a career-defining influence in the process."

Joseph M. Thompson
Chief Wealth Officer

How we serve our clients


Providing sound investment and planning advice for clients with $1-$10 million in investable assets.

Wealth advisors and specialty advisors
Managing relationships and planning advice for clients with $5-$25 million in managed assets. 
Serving clients by providing trust and estate planning advice.
Investment and advice solutions

Providing timely research, actionable insights, and the story behind the latest news through articles, podcasts, publications, and videos from Truist Investment Advisory Group.

Risk and centralized supervision

Ensuring our clients and firm follow laws and regulations, along with protecting client and firm assets and confidential information.

Collaborating across business units and clients to facilitate processing, servicing and reconciliation of account opening, cash management, trade clearance and settlement, billing, tax reporting, fraud monitoring, and client data.
Strategy and performance management

Monitoring industry trends and developing the strategic plan and incentive structures for Truist Wealth.