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Private Wealth Management

private wealth management insights

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 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 $14 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:

  • Supported by a team of subject-matter experts
  • Powered by proven financial principles
  • Guided by over a hundred years of institutional knowledge and experience
  • Broader than just an investment plan.

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.

Our Philosophy: Regions Wealth Assessment   Wealth Management Banking Solutions
  Our unique risk allocation model is designed to help you look beyond the traditional portfolio model.     It’s time to raise your expectations when it comes to your financial health and well-being.
         
Investments and Asset Management   Credit and Lending Solutions
  Our broad investments and asset management capabilities are designed to help you meet your diverse investment objectives and needs.     Let our traditional lending solutions as well as customized lending solutions help you further your financial and strategic objectives.
         
Financial Planning   Your Regions Accounts
  Long-term life planning such as comprehensive Financial Planning is an essential part of your financial success.     Access all your Regions accounts from one convenient place.

Your Regions Wealth Advisor can bring a custom team of professionals 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.

 

Investment and Insurance disclosures

Investments in securities and insurance products held in trust accounts are not FDIC-insured, not deposits of Regions Bank or its affiliates, not guaranteed by Regions Bank or its affiliates, not insured by any federal government agency, and may go down in value.

*Data as of May 31, 2013.