Brad Frank

Vice President - Private Wealth Advisor @Regions Bank

As a Wealth Advisor, I use a comprehensive approach to wealth management through customized financial solutions by taking a holistic view of clients’ financial picture. I lead a team of advisors with specialties in Comprehensive Financial Planning, Trust and Estate Planning, Business Succession Planning, Insurance Planning, Custom Lending, Retirement Planning, and Investment Management. I focus on more than just a client’s immediate needs – I also concentrate on the client’s complete financial picture, working closely with all the additional solutions and services that Regions Bank has to offer. Previous Roles with Regions: Vice President - Financial Wellness Relationship Manager Vice President - Branch Manager - Business Development Officer Accomplishments- Chairman\'s Club Award winner 2013, 2015, 2017, 2019 - Emerging Leader Graduate 2015 - Branch Manager Mentor - Branch Licensed Banker Champion and Mentor I am a business development officer driven to understand my clients and their business, anticipate their needs, and guide them through complex financial decisions. I specialize in assisting physicians, dentists, chiropractors, manufacturers, attorneys, engineers, accountants, architects, and many other professional business owners achieve business growth through cash flow optimization.