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Personalized investment solutions

The financial strength of a national investment firm right in your local branch.

See why customers count on Regions Investment Solutions

Wide range of financing experience

We believe that finding the right banking solutions is a key component to building your financial security.

Personalized advice and guidance

Our experienced investment team can help you create a portfolio that's right for you based on your risk tolerance and financial goals.

Easy, powerful digital tools

In addition to comprehensive service, you'll have the ability to track your investments and view your entire financial picture through the AdviceWorks[1] platform.

Clarity about fees

We're committed to helping you make informed decisions to manage your finances.

Let us help you reach your financial goals

Our experienced Financial Advisors work to provide clients with comprehensive investment services, conveniently located in a neighborhood branch.

Regions Investment Solutions supports clients with the financial strength of a prominent national investment firm teamed with the familiar face and comfort of their local Regions branch.

Our Financial Advisors are able to offer these personalized investment solutions* in Regions branches:

  • Mutual funds*
  • Exchange-traded funds (ETFs)*
  • Equities/stocks*
  • Municipal bonds*
  • Corporate bonds*
  • Treasury securities*
  • Annuities*
  • Life insurance*
  • Money markets*
  • CDs (brokered and structured)*
  • Educational 529 plans*
  • Unit investment trusts*

Build your financial future with a local Financial Advisor

Regions Priority+ Banking**

Take advantage of this program designed to give you more services and benefits, supported by a dedicated Priority Banker. Explore customized solutions to help you reach your goals.