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Regions

Gold Corporate Partner

Women are controlling more wealth than ever before. And by 2030, an estimated two-thirds of all wealth in the United States will be managed by women.1 That’s why Regions Private Wealth Management has developed the HerVision HerLegacy initiative

Through this initiative, Regions offers unique tools and resources designed to help women develop financial strategies and reach their long-term goals. From in-depth online articles produced by women, for women – to experienced, local advisors who provide personal consultations, insurance reviews and strategic insights – Regions is with you every step of the way. 

Some of our clients are taking their first steps in investment strategy, financial wellness or retirement planning. Others are experienced investors or business owners who are defining their financial legacies and developing their business succession plan. What they have in common is that, through Regions, they have dedicated resources and a single point of contact who can help turn their vision into success. 

Our advisors live here. We work here. We’re a part of this community. And we are backed by a network of Regions financial professionals who monitor domestic and global investment trends and recognize how the markets affect our clients. As a full-service financial institution, Regions offers unbiased insights, rather than directing clients to particular products and investments that may not be suited to a client’s unique financial and personal goals. This approach empowers our local team of advisors to offer practical, customized solutions to help you build, protect and preserve your investments, business and your legacy. 

We succeed when you succeed. For a personal consultation with a Regions Advisor, contact Heather Davis at 317-221-6261, Jennifer Miles at 317-846-2558, Kelly Wendt at 317-221-6406 or visit us online at regions.com/hervisionherlegacy. 

            Among the insights you’ll find from Regions: 

1U.S. Administration on Aging, Older Women, May 2000

This information is general in nature and is provided for educational purposes only. Regions makes no representations as to the accuracy, completeness, timeliness, suitability, or validity of any information presented. Information provided should not be relied on or interpreted as accounting, financial planning, investment, legal, or tax advice. Regions encourages you to consult a professional concerning your specific situation and visit irs.gov for current tax rules.

 

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