Wealth Advisor Timothy Annee in Greenwood

Phone 317-221-6088
Email timothy.annee@regions.com
Location Timothy Annee is available by appointment at Smith Valley Rd

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.

Timothy Annee is a Wealth Advisor for Regions Private Wealth Management in Greenwood, IN 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

Mooresville

1000 Hadley Road
Mooresville, IN 46158
Beech Grove

3820 S. Emerson Avenue
Indianapolis, IN 46203
Valley Mills

4830 S. High School Road
Indianapolis, IN 46221
Stop 11 And Madison Ave

7916 Madison Avenue
Indianapolis, IN 46227
Keystone Willowbrook

4701 N. Keystone Avenue
Indianapolis, IN 46205
Bloomington College Mall

965 College Mall Road
Bloomington, IN 47401
Bloomington Whitehall

476 S. Liberty Drive
Bloomington, IN 47403
Southport Commons

6910 S. Emerson Avenue
Indianapolis, IN 46237
Bedford Main

1501 J Street
Bedford, IN 47421
Corydon Plaza

501 Old Capital Plaza
Corydon, IN 47112
Salem In

24 E. Public Square
Salem, IN 47167

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.