Private Wealth Management

One Wealth Advisor for All Your Financial Needs

A personalized financial strategy supported by an experienced team of professionals, all available through one Wealth Advisor – that's what you have with Regions Private Wealth Management. Your Wealth Advisor has access to some of the most knowledgeable subject-matter experts in the financial field – including a lending advisor, insurance specialists, trust advisor, portfolio manager, wealth strategist, and more – allowing us to bring unbiased, tailored solutions to your relationship.

For over 100 years we have been helping families like yours protect and preserve wealth. Located across 16 states and with the staff of more than 600 associates, Regions Private Wealth Management has total managed assets of more than $23 billion.*

Regions Private Wealth Management

For affluent individuals looking for personalized financial expertise, Regions Private Wealth Management provides a Wealth Advisor who will take an unbiased approach to designing a customized financial strategy, informed by institutional expertise, tailored to their specific situation, that is:

Because Regions is a full-service financial institution, we don't have a built-in bias to direct you to particular products and investments. So you can be assured the solutions we recommend are designed to objectively address your current and future needs. We know that your financial needs and goals are unique. So we listen, ask questions and offer you a tailored plan to meet your specific banking, investment and financial service needs. As your life changes and evolves, your customized plan can change right along with it.

	Solutions for Individuals			Credit and Risk Management
	Let our personal banking solutions and financial tools and calculators assist you.			Learn about our insurance products, loans and credit, mortgage and customized credit solutions.
	Wealth Management			Solutions for Professionals
	Extensive solutions for asset management, estate planning, financial planning, gifting strategies and alternative investments.			Put a sound business succession plan in place – before you need it. We can help you manage your business expansion or assist with a business exit strategy and business succession planning.
	Your Regions Accounts			Insights Magazine
	For your convenience, access all your Regions accounts from one place.			A quarterly wealth publication for Private Wealth Management clients.

Your Regions Wealth Advisor can bring a custom team of experts together to help you maximize the return of your portfolio. To learn more about putting a Wealth Advisor to work for you, have a Wealth Advisor contact you.