Veteran wealth management executive to lead growth and advisory services for high-net-worth clients across growing markets in the Southeast.
Regions Bank on Tuesday announced veteran wealth management executive Thom Smith has joined the bank to serve as Regions Private Wealth Management regional executive for Georgia, North Carolina and South Carolina.
Read More on Fintech : Global Fintech Interview with Rob Young, Managing Director – UK at InDebted
Smith’s move to Regions Bank is part of the company’s strategy for building more Private Wealth Management growth and consistently strengthening client service. Throughout his career, Smith has built and led high-performing teams, implemented growth initiatives, and supported the fiduciary and planning needs for high-net-worth and ultra-high-net-worth clients.
What role will Thom Smith assume for Regions Private Wealth Management?
As Private Wealth regional executive, Smith will oversee teams providing comprehensive wealth management, tailored investment services, financial planning services and insights, including:
- Retirement and legacy planning
- Trust and estate planning
- Philanthropic and charitable giving solutions
- Natural resources and real estate properties management
- Banking and lending solutions
These services are designed to help clients:
- Build and preserve long-term wealth
- Plan for retirement and generational wealth transitions
- Navigate complex financial decisions
- Align financial strategies with personal and business goals
Where will Thom Smith lead growth?
Smith will lead Regions Private Wealth Management’s expanding teams serving high-net-worth and ultra-high-net-worth clients across major Southeastern markets, including:
- Albany, Atlanta, Augusta and Savannah in Georgia
- Charlotte and Raleigh in North Carolina
- Charleston, Columbia and Greenville in South Carolina
His appointment supports Regions Bank’s continued focus on client growth in Georgia and the Carolinas, where population trends, business formation, and generational wealth transfers are creating increased demand for consultative wealth management services.
Smith’s leadership supports the bank’s Regions360 approach, which integrates Consumer Banking, Commercial Banking, and Wealth Management to deliver holistic, client-focused financial solutions. He will work alongside Regions market leaders including Mary Beth Coke, Thad Walton, Brian Jackson and others as part of a united focus on growth across Regions’ key lines of business.
Catch more Fintech Insights : The AI Shift in Fraud: Why Banks Need a New Playbook
[To share your insights with us, please write to psen@itechseries.com ]
