Wealth Insights
Estate Planning: When to Hire a Professional Executor Podcast

Podcast

Episode 39 - Regions Wealth Podcast Series

When naming an executor, the majority of people look toward the most trustworthy person in their life: their spouse, their most responsible child, or a close sibling or friend. However, for high net worth individuals — especially those with particularly complex estates — this may be a mistake. This episode will discuss what factors individuals should consider when choosing an executor, and the benefits of hiring a professional executor.

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Meet the Speaker

Dan Bryan is the Private Wealth Management Trust Relationship Manager at Regions Atlanta office. He brings the Private Wealth team over 31 years of experience, with the past five years being at Regions. Dan Bryan received his Bachelor of Business Administration in Marketing at Georgia Southern University. He is also a Certified Financial Planner (CFP). Want to find and advisor like Dan? 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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