Earlier this year Regions Bank was honored by Global Private Banker with two key industry awards: Best Trust Services by a Private Bank and Best Wealth Planning Execution at the Global Private Banking Innovation Awards. Regions takes a client-first approach offering tailored wealth plans to meet each client’s individual needs and long-term goals.
“Wealth planning is the foundation of our client experience. Our advisors are empowered to help guide our clients by listening closely to the key details of their goals, providing advice and tailoring the right solutions to help achieve success with confidence,” noted Leslie Carter-Prall, head of Regions Private Wealth Management. “We are committed to understanding the priorities most important to our clients, to help build customized wealth plans that align with their needs today and securing their legacy for the future.”
We sat down with Bryan Koepp, head of Regions Private Wealth Planning and Wise Jones, head of Regions Trust Division, to talk about what these awards mean to Regions and what that means for their clients.
“This achievement reflects our unwavering commitment to excellence, innovation and the deep trust our clients place in us,” shared Jones. “It is a testament to the dedication of our team and the strength of our client relationships reinforcing industry leadership and confidence in a banking team that delivers world-class services and personalized solutions to protect and grow what matters most.”
Koepp noted that leading with planning includes the mission that every Regions client has access to advice, that planning is central to the client experience and is an exercise of shared values between the client and our firm.
“The recognition by Global Private Banker is a testament to both our client advisory and thought leadership creation as our teams provide the best execution of wealth planning in our industry,” said Koepp. “The passion and commitment to providing life guidance is central to our mission every day.”
We believe that every client is unique and deserves a tailor-made path to reach their evolving financial goals. Regions Wealth Management offers a dedicated team, specialized knowledge, and investment guidance to help our clients manage and grow wealth.
From planning for the future to protecting a legacy, and from extending charitable missions to investment consulting for large corporations – our Wealth Management team is passionate about helping our clients make the most of their life and legacy.
This information is general in nature and is not intended to be legal, tax, or financial advice. Consult an appropriate professional concerning your specific situation and irs.gov for current tax rules. Investing in securities involves risk, including the risk of loss. Past performance is no guarantee of future results. References or links to third-party websites do not imply endorsement.
