What to Know about Your Stock Options
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Your new employer offers employee incentives like stock options. But do you know how to use them?

Episode 12 – Regions Wealth Podcast Series

Frequently, companies give employees stock options as part of their compensation package. While this is often associated with Silicon Valley, it’s also common among private businesses. The problem is, roughly half of the people with stock options don’t know what to do with them… and therefore end up making a mistake. This walks through clear considerations regarding holding, selling and exercising stock options.

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Alan McKnightMeet the Speaker

Alan McKnight is the Chief Investment Officer for Regions Wealth Management. Throughout his career, McKnight has been named Chief Investment Officer of SunTrust Institutional Investment Advisors, LLC and served as a partner and Director of Global Investment Strategy at Balentine, LLC, managing asset allocation strategies and supervising the firm’s manager due diligence and selection efforts. McKnight is a graduate of Washington and Lee University with a bachelor’s degree in Economics and earned his MBA from the University of Texas at Austin. He holds the Chartered Financial Analyst (CFA®) designation and is a board member for the Alliance Theatre and Central Outreach and Advocacy Center in Atlanta.

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.

Get the transcript.

Find more helpful resources on managing your money and investments:

The Financial Side of Changing Careers

Empower Yourself: Taking Charge of Your Financial Future

What Every Employee Needs to Know about their Pay and Performance

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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.