Regions Private Wealth Management Earns 2026 Datos Impact Award for Best Innovation in Financial Planning

Leslie Carter-Prall, Head of Regions Private Wealth Management

“A wealth plan is much more than a document. It’s a roadmap that helps clients understand where they are, where they want to go and the choices that can help them get there.”

Leslie Carter-Prall, Head of Regions Private Wealth Management

“Clients’ financial lives are increasingly complex, and they are looking for advice that considers the complete picture, from retirement and investments to business succession, wealth transfer, banking and philanthropy.”

Leslie Carter-Prall, Head of Regions Private Wealth Management

“This recognition from Datos Insights reflects the work our teams are doing to combine personal advice, specialized experience and technology to help clients make important decisions with greater clarity and focus.”

Bryan Koepp, Regions Wealth Executive

“Wealth planning has been a cornerstone of how we build client relationships at Regions Bank.”

Bryan Koepp, Regions Wealth Executive

“Technology is helping us build on that foundation by providing new tools our advisors can access for more efficient, detailed planning information and a more connected view of a client’s financial picture.”

Bryan Koepp, Regions Wealth Executive

“That means our advisors can spend more time on what matters most: helping clients confidently navigate important financial decisions.”

Wally Okby, Strategic Advisor, Wealth Management at Datos Insights

“It's hard to innovate on something you've done well for decades, yet Regions Wealth Management found a way to scale its wealth planning capabilities.”

Wally Okby, Strategic Advisor, Wealth Management at Datos Insights

“Pairing a deep planning culture with modern integration is what separates firms that talk about planning-led advice from firms that actually deliver it.”