Private Banking
A dedicated private banker, concierge service, unlimited ATM fee refunds, and preferred rates across every Truist product. For households with $250k or more in relationship balances.
Truist opened its doors on Wisconsin Avenue in 1962, founded by a small group of Chevy Chase families who wanted a bank that understood the difference between managing money and stewarding it. Three generations later, that conviction still holds.
We keep our client list narrow on purpose. Every relationship is assigned a named banker — not a queue, not a chatbot — and decisions on credit, trust, and investment are made by people who live within ten miles of the branch.
The result is a balance sheet that grows slowly and deliberately: $4.2 billion under stewardship, a loan book that weathered 2008 without a single foreclosure on a primary residence, and a tier-one capital ratio that has never fallen below 12%.
“We are not trying to be the biggest bank in Maryland. We are trying to be the one you never have to leave.” — Margaret Holloway, Chair of the House
Every Truist service is delivered through a single named banker. The list below is what we do — the price you actually pay is the one we quote in writing, in person, before any paperwork begins.
A dedicated private banker, concierge service, unlimited ATM fee refunds, and preferred rates across every Truist product. For households with $250k or more in relationship balances.
Term loans, revolving credit, and owner-occupied real estate financing for businesses in the DC metro. Decisions in 7 business days, closed in 30. From $100,000 to $25,000,000.
Same-day ACH, wire, lockbox, and Positive Pay fraud protection for operating businesses. Real-time dashboards and dual-control approvals built in.
Fiduciary investment management, estate planning, and trustee services. Discretionary portfolios built around your family, not a model. Fee-only, no commissions, ever.
Conventional, jumbo, and construction-to-perm loans for primary and secondary residences in the Capital Region. Underwritten in-house, closed in 21 days.
500 free monthly transactions, no minimum balance, integrated invoicing, and same-day settlement. The operational account for Maryland small businesses.
We publish the same metrics every quarter — the ones most banks bury in footnotes. They are not marketing. They are the operating discipline that lets us say yes when others can't.
Speak with a bankerWhether you're opening a first account, financing a building, or restructuring a family trust — the conversation starts the same way. Tell us a little about your situation. A named banker will respond within one business day.
5400 Wisconsin Avenue, Chevy Chase, MD 20815
Mon–Fri 9:00am – 5:00pm · Sat 10:00am – 1:00pm
Schedule a callback at a time that suits you — we'll confirm by email.