Truist Wealth

Truist Wealth is the private wealth management and advisory arm of Truist Bank—a major U.S. bank formed from the merger between BB&T and SunTrust in December 2019. It offers comprehensive financial services including asset protection, retirement income strategies, tax planning guidance, philanthropy support, family legacy advice, premium banking products such as checking/savings accounts and IRAs/CDs, plus specialized solutions for unique client groups like athletes and entertainers. While its parent’s investment banking unit conducts equity research on biotechnology companies, neither Truist Wealth nor its affiliates are themselves active in drug development or healthcare product commercialization. Thus it is not a life science/biotech/pharma/CRO/CDMO firm.