Working with a Wealth Advisor Podcast

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Working with a Wealth Advisor Podcast
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Content Type: Podcast

Episode 21 - Regions Wealth Podcast Series

What are the benefits of working with a wealth advisor, and what can you expect when it comes to wealth management fees? In this episode of Regions Wealth Podcast, Private Wealth Management Trust Executive Wise Jones joins us to discuss some frequently asked questions about working with a wealth advisor, from “How much money do I need to hire a wealth manager?” to the differences between a wealth advisor and a financial advisor.

Listen and subscribe on your favorite podcast player. Find our Regions Wealth Podcast on Spotify, Stitcher, and iTunes.

Meet the Speaker

Wise JonesWise Jones is the Private Wealth Management Senior Trust Executive at Regions in Memphis, Tennessee. He brings to our team more than 35 years of trust, investment and relationship management experience, the past 18 with Regions. Wise received a B.S. in Economics from the University of Tennessee. Want to find an advisor like Wise? Contact a Wealth Advisor today.

Listen to More in Our Podcast Series

Our Regions Wealth Podcast empowers you to be smart about life's financial challenges. Gain confidence in your personal or business financial strategy. Listen to more episodes to hear how experienced wealth advisors approach the big financial questions we all face.

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This information is general in nature and is not intended to be legal, tax, or financial advice. Although Regions believes this information to be accurate, it cannot ensure that it will remain up to date. Statements or opinions of individuals referenced herein are their own—not Regions'. Consult an appropriate professional concerning your specific situation and irs.gov for current tax rules. Regions, the Regions logo, and the LifeGreen bike are registered trademarks of Regions Bank. The LifeGreen color is a trademark of Regions Bank.

This information is general education or marketing in nature and is not intended to be accounting, legal, tax, investment or financial advice. Statements of individuals are their own—not Regions’. Consult an appropriate professional concerning your specific situation. This podcast is intended for educational and marketing purposes only. The people and events are fictional but represent real issues. No identification with actual persons is intended or should be inferred.