Regions Private Wealth in South Florida
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 South Florida Team
The Private Wealth Management team in South Florida 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:
- Master of Laws (LLM), Estate Planning
- Accredited Asset Management SpecialistSM (AAMS®)
- 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
- Life, Health, Variable Annuity Insurance Licenses
- Trust and Estate Practitioner (TEP)
- FINRA Registered : Series 7, 63, 24, 26
- Tri-Lingual English, Spanish and Portuguese
CFP Board owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the U.S.
Serving you, South Florida
Private Wealth Management Regional Executive, Chris Cruzpino, 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 Christina.Cruzpino@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.
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.
Wealth Banking Solutions
The Regions Wealth Account offers premium features to approved Regions Private Wealth Management clients. The Regions Wealth Account offers all the advantages of the Regions LifeGreen Preferred Checking account, including online and mobile banking, and many other added benefits.
