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Private Wealth Management




REGIONS BANK

The Regions Private Wealth Management team in Knoxville is made up of experienced financial advisors and specialists who deliver an unbiased, comprehensive approach to wealth management. Their team provides clients a customized financial strategy tailored to specific needs and goals that is supported by a team of subject-matter experts, powered by proven financial principles, guided by more than 100+ years of institutional knowledge and experience, and broader than just an investment plan.

“We work with many different types of clients, and no two clients are the same,” said Allison Lederer, VP, Wealth Advisor. “We work with retirees, empty nesters, families, individuals, business owners and corporate executives. We also offer generational wealth planning.

For example, we may work with a couple now, but we can provide the most value when we work with the entire family for many generations. Our vision is long term and we want to be there through all transitions and stages of life.”

Corey Freels, VP, Wealth Advisor, agrees that it is all about the client. “I am genuinely interested in my clients and their families,” he said. “Most of our work entails asking meaningful questions, and my natural curiosity allows me the opportunity to better understand my clients’ needs.”

Eliminating doubt is what Paige Christenberry, SVP, Wealth Advisor, tries to do with her clients. “I enjoy helping my clients remove all the doubts they may have about the future and ensure they are receiving the absolute best guidance based upon a full understanding of their situation,” she explained. “I grew up wanting to be in the financial services industry because of the experience my family had with advisors many years ago in helping my grandparents which changed the course of my life. I grew up wanting to be a banker and my family was instrumental in my continued support and drive for success in my field.”

Most of the Regions Private Wealth Management members grew up in Knoxville and have strong ties to the community. Others who relocated to Knoxville have become rooted in the Knoxville scene.

“Everyone enjoys the close ties they have to their friends, family, church and nonprofits and the countless outdoor activities available for enjoyment,” said Sharon Potter, VP, Trust Advisor.

“Serving one’s community is our obligation as citizens,” Lederer agreed. “If we all had the ‘it takes a village’ mentality, our communities would be stronger, and we would live more fulfilled lives.”

The Private Wealth Management team offers comprehensive wealth management but points out that many times people are surprised by the additional services they offer. “We offer bill pay for trust/investment clients and natural resources and timber management services,” Philip Furlong, VP, Wealth Advisor, pointed out.

“We offer countless services to our clients given the size of our bank,” said Bruce Duggins, SVP Area Business Manager, “We offer business succession planning, investment management, trust and fiduciary services, banking, lending, and overall wealth planning and strategies. We truly have an experienced team with vast resources within our reach.”

ALLISON LEDERER, VP, Wealth Advisor
PHILLIP FURLONG, VP, Wealth Advisor
PAIGE CHRISTENBERRY, SVP, Wealth Advisor
COREY FREELS, VP, Wealth Advisor
ZACH FARRAR, JD, VP Trust Advisor
TIM FERRARIS, JD, VP Trust Advisor
SHARON POTTER, JD, VP Trust Advisor
CINDY COOK, JD, VP Trust Advisor (not pictured)
TIM DAMERON, VP, Lending Advisor
BRUCE DUGGINS, SVP, Area Business Manager
JEFFREY KASTNER, VP, Portfolio Manager

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