Regions Private Wealth Management Link: https://www.regions.com/wealth-management/private-wealth-management For high-net worth individuals and families looking for personalized financial knowledge, Regions Private Wealth Management provides a Wealth Advisor supported by a team of experienced professionals. Our team will take an unbiased approach to designing a customized wealth plan, informed by our experienced professionals and tailored to your specific situation. Regions can provide consultation on all aspects of your financial life, helping you form a wealth plan based on: • Supported by a team of professionals with experience in growing and preserving wealth, leveraging liquid assets to borrow for personal needs, legacy planning, property, trusts, portfolio management, natural resources and real estate, and more. • Your unique goals and aspirations. • An analysis of your situation and a review of previous plans. • Insight from a digital wealth-planning tool that monitors your progress. • Anticipated key life events such as retirement and business succession. From providing new opportunities to helping you avoid missteps, Regions Private Wealth Management is able to offer effective planning solutions that extend beyond traditional investment plans. You’ll gain access to a local team of experienced professionals, led by a Wealth Advisor, who will work together to help you find the right opportunities and achieve your goals. Whether you’re looking for banking and credit solutions or need help with legacy planning or an investment strategy, we are here every step of the way to create a personalized plan that fits your unique needs.