Private Banking

Using credit in a well-planned, strategic manner can play a vital role in achieving your short-term and long-term goals. Your Sterling team can work with you to integrate flexible credit solutions into your overall financial strategy.

Examples of the strategic use of credit include:

• Asset diversification by borrowing to invest in other asset classes
• Margin lending for exercising stock options
• Risk management for portfolios with concentrated stock positions
• Minimization of estate taxes through the financing of certain assets

In addition, Sterling clients have preferred access to BB&T’s exclusive Vantage Banking package, with the most competitive rates and services offered:

• Vantage Checking and Savings
• Vantage Check Card
• Visa® Signature Vantage Credit Card including concierge services and other special privileges
• Preferred rates and terms on CDs, mortgages and other banking services
• Additional services, including income distribution and bill-pay services

 

 

Please see our disclosure.