WEALTH ADVISOR

Wealth Advisor Kip Patron in Metairie

Phone 504-585-4545
Fax 504-585-4531
Email kip.patron@regions.com
Location Kip Patron is available by appointment at Causeway

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, and tailored to your specific situation.

Kip Patron is a Wealth Advisor for Regions Private Wealth Management in Metairie, LA who focuses not only on your immediate financial needs, but your complete financial picture to develop a comprehensive strategy to meet your goals.

Your Regions Wealth Advisor can bring a custom team of professionals together to help you maximize the return of your portfolio by helping you:

Evaluate your current situation
Set and prioritize your goals
Make informed decisions based on our analysis and recommendations
Implement your decisions by outlining action steps and facilitating the process
Monitor your progress and adjust to new situations

Additional Locations

Lakeview

114 W. Robert E. Lee Boulevard
New Orleans, LA 70124
Gause Slidell

1253 Gause Boulevard
Slidell, LA 70458
Mandeville

1901 N. Causeway Boulevard
Mandeville, LA 70471
New Orleans Main Poydras St

400 Poydras Street, Suite 100
New Orleans, LA 70130
Ave D Marrero

850 Avenue D
Marrero, LA 70072
Northpark Covington

100 Lake Drive
Covington, LA 70433
Old Metairie

2030 Metairie Road
Metairie, LA 70005
Slidell

2170 Gause Boulevard E.
Slidell, LA 70461
W Causeway Mandeville

1725 W. Causeway Approach
Mandeville, LA 70471
Covington West

69360 Highway 21
Covington, LA 70433
576 E William David Dr Metairie

576 E William David Drive
Metairie, LA 70005

Regions Investment Solutions is a marketing name of Cetera Investment Services. Securities and insurance products are offered through Cetera Investment Services LLC (doing insurance business in CA as CFGIS Insurance Agency), member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC. Neither firm is affiliated with the financial institution where investment services are offered. Investments are: Click here to view Cetera Investment Services Privacy Policy and other Important Information. This site is published for residents of the United States only. Registered Representatives of Cetera Investment Services LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. For additional information please contact the advisor(s) listed on the site, visit the Cetera Investment Services LLC site at www.ceterainvestmentservices.com.

Check the background of this investment professional on FINRA's BrokerCheck.

This communication is provided for educational and general marketing purposes only and should not be construed as a recommendation or suggestion as to the advisability of acquiring, holding or disposing of a particular investment, nor should it be construed as a suggestion or indication that the particular investment or investment course of action described herein is appropriate for any specific retirement investor. In providing this communication, Regions is not undertaking to provide impartial investment advice or to five advice in a fiduciary capacity.

Regions Investment Services, Inc. is a wholly owned subsidiary of Regions Bank, which is a subsidiary of Regions Financial Corporation.

Regions Investment Solutions is a marketing name of Cetera Investment Services. Securities and insurance products are offered through Cetera Investment Services LLC, member FINRA/SIPC. Advisory Services are offered through Cetera Investment Advisers LLC. Neither Cetera Investment Services, nor Cetera Investment Advisers is an affiliate of Regions Bank. Regions Investment Solutions, 250 Riverchase Parkway East, Hoover, AL 35244. 1 (800) 598-9168.