Regions Private Wealth in Greater St. Louis
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 Greater St. Louis Team
Located in both Clayton, MO and Fairview Heights, IL, the Private Wealth Management 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, Lending Advisors, Business Managers and a dedicated support team. Our experienced wealth professionals collectively carry the following credentials:
- Certified Financial Planner™ (CFP®)
- Certified Wealth Strategist® (CWS®)
- Certified Trust & Fiduciary Advisor (CTFA)
- Certified Divorce Financial Analyst (CDFA)
- Juris Doctorate (JD)
- Master of Laws (LLM)
- Master of Business Administration (MBA)
- Series 7, 63, 65, 66, and Life or Health License
CFP Board owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the U.S.
Our Unique Solutions
We provide customized, personalized solutions for your financial future. Learn more about our diverse services and experience.
- Wealth Planning - We know that effective planning integrates your evolving financial situation. We’re here to listen to you, bring new opportunities to your attention, and offer you advice based on what matters most to you.
- Natural Resources and Real Estate Management - Our seasoned staff of specialists can work with you to help identify ways to make your natural resources and real estate properties more profitable and productive.
- Special Needs Trust Administration – We help ensure that your assets will be managed in the future according to your wishes, as well as provide significant tax advantages to help you preserve those assets in the present.
Serving you, Greater St. Louis.
Private Wealth Management Area Wealth Executive, John Lynn, 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 john.lynn@regions.com.
Regions Wealth Podcast
Financial Insight for Your Life. Hear our experienced Wealth professionals discuss today’s big financial topics—from personal finance and retirement strategies to managing investments and business expansion.
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.
