Private Wealth in Atlanta

Financial planning that can meet tomorrow’s challenges.

Private Wealth Management

Managing your wealth is about more than just an investment plan. At Regions Private Wealth Management, it’s about having a comprehensive strategy that makes your overall financial picture clearer because it’s customized to your own objectives. Your Regions wealth team, led by a Wealth Advisor, will provide a team of experienced wealth professionals to help craft a comprehensive approach to wealth management.

What’s more, we deliver it to you with straight talk and premier service with practical and unbiased recommendations.

We’re here to help, so contact a local Wealth Advisor today.

Your Atlanta Team

The Atlanta Private Wealth team is seasoned, engaged, and ready to help you meet your financial needs and goals. Our team is comprised of a Regional Wealth Executive, an Area Business Manager, Wealth Advisors, Trust Advisors, Wealth Strategists, Portfolio Managers, Lending Advisors and a dedicated support team. We have a combined total of more than 400 years of financial services experience. We have a variety of credentials including professionals with one or more of the following distinctions:

  • Accredited Asset Management SpecialistSM (AAMS®)
  • Certified Commercial Investment Member (CCIM)
  • Certified Financial Planner™ (CFP®)
  • Chartered Financial Consultant® (ChFC®)
  • Chartered Retirement Planning Counselor (CRPC)
  • Certified Retirement Specialist (CRP)
  • Certified Trust & Financial Advisor (CTFA)
  • Certified Wealth Strategist® (CWS®)
  • Juris Doctorate
  • Master of Business Administration
  • Society of Trust & Estate Practitioners (TEP)
  • Series 7, 63, 65, and 66
  • Georgia Life and Health License

CFP Board owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the U.S.

Serving you, Atlanta

Ty Smith, Private Wealth Management Regional Executive, can help get you started on a customized financial plan. Get there by consulting with a trusted Wealth Advisor.

For more information, please contact

Regions Wealth Podcast

Hear our experienced Wealth professionals discuss today’s big financial topics—from personal finance and retirement strategies to managing investments and business expansion.

Listen and subscribe on your favorite podcast player. Each episode features a new challenge and fresh insights from a Regions Bank Wealth Professional.

How the Advisor - Client relationship has changed.

Wealth Management Q&A: Regions Bank's very own Ty Smith sits down with Maria Rosati to discuss how the advisor-client relationship has evolved over the past year.

Trust and investment management services are offered through Regions Private Wealth Management, a business unit of Regions Bank. Investment advisory services are offered through Regions. Investment Management, Inc. "RIM". RIM is a Registered Investment Adviser and wholly owned subsidiary of Regions Bank, which in turn, is a wholly owned subsidiary of Regions Financial Corporation. The purchase of insurance products through an affiliate is completely optional. Neither the purchase of insurance products through the bank or any of its affiliates, nor the agreement not to obtain, or a prohibition on the consumer from obtaining insurance products through an unaffiliated entity will affect any application for credit or the terms of any existing credit agreement with Regions Bank.