Regions Private Wealth in Charlotte
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 Private Wealth Management team creates customized solutions utilizing an integrated suite of services, including wealth strategy, private banking, trust and estate planning, and investment portfolio 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 Charlotte Team
The Private Wealth Management team in Charlotte 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®)
- Master of Business Administration
- Navy Veteran
- Air Force Veteran
- Series 7
- Series 66
- NC Life and Health Insurance
- Chartered Financial Analyst®
CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.
Serving you, Charlotte.
Private Wealth Management Regional Executive, Ty Smith, 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 ty.smith@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 Planning
An ongoing, disciplined and formal plan to address your evolving financial needs and goals, based on what matters most to you.
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.
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