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Solutions for You

At Regions, we never presume to know what your vision of financial success looks like. No two investors are exactly the same. That’s why for every Regions Wealth Management client we create a personalized financial strategy supported by an experienced team of professionals, all available through one Wealth Advisor. Your Wealth Advisor has access to some of the most knowledgeable subject-matter experts in the financial field-including a lending advisor, insurance specialist, trust advisor, portfolio manager, wealth strategist and more-allowing us to bring practical, tailored solutions to your relationship.

The foundation of your portfolio includes wealth management and banking services that optimize your returns and cash flow while working in harmony with your investments and broader financial plan. To fully understand your current needs and long-term objectives and help construct your portfolio, your Wealth Advisor will conduct a Regions Wealth Assessment®, an innovative model for asset and risk allocation.

The Regions Wealth Assessment was designed to help investors look beyond the traditional approach of simply measuring price fluctuations within their portfolios over time to instead take into account other factors such as liquidity in economic downturns or the role of concentrated assets in building significant wealth. Using the Regions Wealth Assessment process your Wealth Advisor can help you quickly assess your entire financial health.

Wealth Management   Estate Planning and Charitable Giving
  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   Insurance
  Our broad investments and asset management capabilities are designed to help you meet your diverse investment objectives and needs.     Let Regions advise you on how to protect those things you value the most.

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.