Florida Banking February 2024

TRUST AND WEALTH MANAGEMENT MINI FEATURE

TRUIST WEALTH: LET OUR CARING ADVISORS BE YOUR GUIDES

A t Truist, a top 10 commercial bank formed by the merger of BB&T and SunTrust, our purpose is to inspire and build better lives and communities. It’s the foundation for our decisions and it guides us every day. We live our purpose by delivering authentic care. Our teammates have countless opportunities to touch people’s lives and make our communities better. As a Truist Wealth client, you’ll collaborate closely with a caring advisor. We call them true advisors, and they’re here to have meaningful conversations not only about money, but also about the things that bring a real sense of purpose to your life. They’ll translate your goals and priorities into strategies and solutions, drawing on our group’s 100-plus years of combined wealth management experience. They’ll also inspire you with new ideas. A true advisor creates a team around you. Your Truist Wealth advisor takes the lead in your relationship and, based on your priorities, adds teammates who specialize in investments, insurance, and other areas to form a single team focused on you. They’ll get to know your needs, then customize your plan so everything works together — seamlessly. From tax considerations and strategic use of credit, to helping you with your wealth transfer goals — and beyond — your team is there. To offer objectivity. Depth of knowledge. And whatever is necessary to provide effective, reliable oversight through changing times and multiple generations. We know that no two people are exactly alike. Yet certain groups and careers share sets of financial challenges and opportunities and can benefit greatly from an insider’s knowledge. That’s why Truist Wealth provides specialty advisors who work exclusively with attorneys and law firms, medical professionals and practices, athletes and entertainers, and business owners. Our international team provides personal and business offshore banking needs for clients from over 50 countries around the world. Teammates in our

Foundations & Endowments group help nonprofit organizations amplify their charitable impact through deep knowledge, proactive collaboration, and tailored advisory and administrative solutions. At our Center for Family Legacy, teammates can help you enhance and sustain your family’s wealth. We specialize in organizing a family’s shared values and passions into a collective vision and preparing future generations to be responsible stewards of a family’s legacy. There’s an art to aligning the right investments to your goals. As a Truist Wealth client, you’ll have access to a range of investment solutions — from the simple to the complex — and advisory options depending on your situation. Our team of professionals analyzes the economy, markets, and investment solutions to develop insights, select asset managers, and provide investment strategy guidance. We also provide comprehensive retirement planning. Whether you’re retired, nearing retirement, or just starting to plan, we’ll develop a strategy that accounts for where you are — and where you want to be. Wealth accumulates. Goals shift. New needs arise. Your financial solutions can’t be static. They need to evolve with you. Early on, planning needs may be simple. But as both your wealth and your family grow, more complex challenges emerge. And for those fortunate enough to build considerable wealth, issues like tax planning, philanthropy, and family legacy begin taking center stage. With Truist Wealth, seamless services are structured to evolve with you. You’ll have access to the knowledge and resources you require, no matter how your wealth management needs change with the changing times. Let us help you envision all of the financial possibilities within your grasp — today, tomorrow, and for generations to come. Find a Truist Wealth advisor: Truist.com/wealth. A powerful portfolio starts and ends with a caring team.

*As of 6/30/2023

16 — FLORIDA BANKING THE VOICE OF FLORIDA BANKING