Thank you for allowing Sterling Advisors to help you achieve your financial goals.
In August, we shared that as of October 30, 2020, the Sterling program is no longer providing investment advisory services to clients.
All accounts that have not transitioned to a Truist offering or another financial institution by October 30, 2020, will convert to an unmanaged brokerage relationship.
If you would like Truist to begin management of your account:
- At Truist, you will have an expanded team of wealth management professionals who will partner with you to provide financial planning, investments, banking, and risk management solutions.
- Please call 610-687-6800 to begin the process.
If you would like to transition your current brokerage account to another financial institution:
- Contact your current custodian for account maintenance and assistance transitioning your account. If your current custodian is BB&T Securities, please contact 610-687-6800.
BB&T Securities, LLC, Member FINRA(opens in a new tab)/SIPC(opens in a new tab), is a wholly owned nonbank subsidiary of Truist Financial Corporation. The information provided on this site is provided to you for information purposes only and does not constitute an offer to sell or a solicitation to buy any security that may be referenced on this site. Securities and insurance products or annuities sold, offered or recommended by BB&T Securities, LLC are not a deposit, not FDIC insured, not guaranteed by a bank, not insured by any federal government agency and may lose value. By using this site, you agree to all of the terms and conditions of this site.