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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.

The Houston Private Wealth team is seasoned, engaged, and ready to help you meet your financial needs and goals. Our team is comprised of Wealth Advisors, Trust Advisors, Wealth Strategists, Portfolio Managers, Lending Advisors and a dedicated support team. Our experienced wealth professionals collectively carry the following credentials:

• Certified Financial Planner™ (CFP®)
• Certified Wealth Strategist (CWS®)
• Certified Private Wealth Advisor (CPWA ®)
• Certified Divorce Financial Analyst (CDFA™)
• Series 7, 63, 65, and 66 and Life or Health License

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, farm land and more.

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.