How to Maintain Generational Wealth & Grow Your Legacy Podcast

How to Maintain Generational Wealth & Grow Your Legacy Podcast

Episode 38 - Regions Wealth Podcast Series

The secret to creating multi-generational wealth? Focusing on mindset, not just money. In part two of our series on generational wealth, Vice President and Wealth Advisor Allison Lederer joins us to discuss what families of all income brackets can do to create multi-generational wealth and ensure their kids and grandkids are well-equipped to maintain their family’s legacy.

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Meet the Speaker

Allison Lederer is a Wealth Advisor for the Private Wealth Management Team at Regions. She has been with Regions for the past nine years, where she works on banking and lending for high-net-worth individuals and families, ensuring that all her clients’ financial goals are met. Allison earned her Bachelor of Science in Finance at the University of Tennessee. She is also a Certified Wealth Strategist (CWS) and has a license for TN Health and Life Insurance and Long-Term Care. Want to find and advisor like Allison? 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 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.