Regions Private Wealth in Memphis
Financial planning that can meet tomorrow's challenges.
A wealth strategy customized for you
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 Memphis Team
The Private Wealth Management team in Memphis 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 Business Managers. Our experienced wealth professionals collectively carry the following credentials:
- Juris Doctorate (JD)
- Certified Trust & Fiduciary Advisor (CTFA)
- Accredited Investment Fiduciary® (AIF®)
- Certified Retirement Specialist (CRP)
- Certified Financial Planner™ (CFP®)
- Chartered Financial Analyst® (CFA®)
- Certified Wealth Strategist® (CWS®)
- Certified Public Accountant (CPA)
- Master of Business Administration (MBA)
- Series 7, 66, 6 and 63
- Accredited Farm Manager (AFM)
- Insurance & Variable Annuities License
CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.
CFP Board owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the U.S.
Serving you, Memphis
Private Wealth Management Area Business Manager, Lance Cowles, can help get you started on a customized financial plan. Get there by consulting with a Wealth Advisor to create a personalized plan.
For more information, please contact Lance.Cowles@regions.com.
Listen to our latest Wealth podcast episode
According to the U.S. Census Bureau, about 90 percent of American businesses are family-owned or controlled. What happens when the owners of those businesses want to retire? It's the biggest question for any business owner: When you're planning for retirement, should you pass your business on, or should you sell it? And if you pass it on, who should receive it? Wealth Planning Executive Bryan Koepp joins us to discuss what factors business owners need to consider before selling their business or creating a succession plan.
