Wealth banking & credit
Regions Private Wealth Management offers the proven ability to deliver an unbiased financial strategy customized to your specific needs and goals. You’ll enjoy peace of mind knowing that the products and services we offer are supported by a team of professionals, powered by proven financial principles and guided by more than 100 years of institutional knowledge and experience.
Specialized options to support your personal wealth goals
Regions Wealth Account
Private Wealth Management clients get all the advantages of the Regions LifeGreen Preferred Checking account, as well as premium features and pricing.
Regions Wealth Visa® Signature credit card
Exclusively for Private Wealth Management clients, cardholders can discover the difference of both world-class service and benefits.
High Net Worth mortgage
Private Wealth Management clients can benefit from custom mortgage solutions for primary and secondary homes or investment properties, as well as guidance throughout the process.
Securities-based lending
A securities-based line of credit can provide easy access to cash and help you take advantage of short-term opportunities without hindering your long-term goals or liquidating investments.[1]
Find a Wealth Advisor
Our team of knowledgeable financial professionals is ready to meet with you, discuss your goals and prepare a plan to help put you on the path toward your vision of financial success. Answer a few questions in our brief guide to help us understand your needs and see how we might assemble a customized team to serve you.
Personal lending
Solutions for personal needs, including:
- Securities-based lending
- Primary homes
- Secondary homes
- Home equity lines of credit
- Personal lines of credit
- Credit cards
Custom lending
Options for unique assets such as:
- Aircraft
- Yachts and boats
- Timber
- Natural resources & real estate
- Investor and owner-occupied real estate
Extensive experience and help in:
- Life insurance premium finance.
- Funding business growth or acquisitions.
- Equipment financing.
- Partner buyout or succession planning capital.
- Specialized lending for:
- Law firms
- Medical practices
- Entertainment
Our holistic approach to wealth planning
We combine your personal philosophy, core family values and beliefs with financials and analytics to create a wealth plan that allows you to track your goals and update your plan over time.
- We believe effective planning requires the ability to evolve and grow as you do.
- This approach helps us understand what you re trying to accomplish and identify the right strategies and solutions to meet your goals.
- For those with more sophisticated needs or complex asset structures, our
teams include planners and strategists with a wide array of skills, experience,
and credentials.
