It's your legacy. Make sure it's secure.

Regions HerVision HerLegacy empowers women to define a financial vision so they can control their financial legacies.

Regions Private Wealth Management developed the HerVision HerLegacy initiative to educate, equip and empower women to take control of their unique financial situations. Through our Wealth Insights articles, lunch and learn events and helpful legacy-planning tools, we help women to envision and plan for their financial futures so that they — and their families — can rest assured that their financial legacies are secure.


We often hear about the confidence gap when it comes to women and financial matters. With our HerVision HerLegacy initiative, we strive to do our part to bridge that gap through multiple channels. One of those channels is our small, intimate lunch and learn client events hosted throughout our 15 state footprint. These events provide an open forum for women to discuss financial topics, ask questions and network and connect with other women in their communities. Some of the lunch and learn topics include: Investing 101, Raising Financially Savvy Children and Grandchildren, Planning for the Unexpected and Leaving Your Legacy.


At Regions, we want to provide women with the tools and resources they need to navigate their unique financial situations. We understand that many women are on the go, so we wanted to develop a central hub of information that women can quickly access on their phones, computers or tablets. Our Insights center offers articles, financial calculators and unique perspectives on a plethora of Wealth Topics ranging from starting a budget, to financial steps to take after divorce. We also have a team of knowledgeable financial professionals ready to meet with you, talk about your long and short term goals and prepare a plan to help put you on the path toward your vision of financial success. Bring your family to meet with your Wealth Advisor, or schedule a meeting to talk one-on-one about your needs.


Regions partners with several organizations throughout our footprint whose missions mirror our HerVision HerLegacy initiative. For four years, Regions has served as the presenting sponsor of the YWCA Nashville & Middle Tennessee's largest fundraising event: Wine, Women & Shoes. YWCA is dedicated to eliminating racism, empowering women and promoting peace, justice, freedom and dignity for all; a mission that speaks to the heart of Regions and our Nashville team. In Indianapolis, Regions is a Gold Corporate Partner of the local chapter of the National Association of Women Business Owners (NAWBO). NAWBO propels women entrepreneurs into economic, social and political spheres of power worldwide.

Recognized by Greenwich Associates for Excellence in Wealth Management and Personal Investment Services.
Regions was recognized in the Greenwich Associates 2016 Customer Service category among chartered banks with wealth and retail investment services. Out of over 150 wealth-management providers evaluated, Regions was one of only six firms highlighted by Greenwich Associates for customer service. Results were based on 11,000 interviews with business owners and executives from across the country.