Regions Private Wealth in Austin
Financial planning that can meet tomorrow's challenges.
Regions 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’ll deliver it to you with straight talk, premier service, practical and unbiased recommendations, and complete transparency.
We’re here to help, contact a local Wealth Advisor today.
Our Austin Team
The Austin Private Wealth team is seasoned, engaged, and ready to help you meet your financial needs and goals. Our team is comprised of a Wealth Advisor, Trust Advisor, Wealth Strategist, Portfolio Manager, Lending Advisor, Financial Advisor and a dedicated support team. Our experienced wealth professionals collectively carry the following credentials:
- Accredited Invest¬ment Fiduciary® (AIF®)
- Asset Information Measurement® (AIM®)
- Certified Wealth Strategist (CWS®)
- Certified Financial Manager (CFM®)
- Certified Financial Planner™ (CFP®)
- Certified Private Wealth Advisor (CPWA ®)
- Certified Retirement Counselor (CRC®)
Natural Resources and Real Estate Management
The Natural Resources and Real Estate (NRRE) group manages natural resource and real estate properties held in trusts, estates and agency accounts for individuals, corporations, foundations, universities and more. Our seasoned staff of specialists will help your natural resource and real estate properties be more productive and profitable, something we’ve been doing successfully for over 40 years. We manage assets ranging from timber, oil and gas, personal and commercial real estate, raw land, farmland and more.
Serving you, Austin
Wealth Advisor Mary Mahlie can help get you started on a customized financial plan. Get there by consulting with a trusted Wealth Advisor to create a personalized plan.
For more information, please contact Mary.Mahlie@regions.com.
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.
Wealth Planning
An ongoing, disciplined and formal plan to address your evolving financial needs and goals, based on what matters most to you.
Investment Management
Focused on managing active and diversified strategies in order to achieve your goals through a risk-controlled environment and relationship driven culture.
Custom Credit Solutions
Mortgage, home equity lines of credit, personal lines of credit and customized lending solutions, such as securities-based lending.
Trust Services
Rely on Regions as your trustee for all types of trusts and other fiduciary services, such as a Living Trust, Marital Trust and Family Trust.
Business Succession
Planning to help you continue, sell or liquidate your business while minimizing tax consequences.
Retirement Planning
Analysis of the choices you can make today to help provide for your financial future.
