Cindy Campbell
Senior Wealth Strategist Senior Vice President @Regions Bank
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WORK HISTORY
Senior Wealth Strategist Senior Vice President @Regions Bank
Dedicated Senior Wealth Strategist for Regions Private Wealth Advisors and their teams throughout Florida (other than the Panhandle regions). Collaborate with the Private Wealth teams to lead advanced financial, estate and tax strategy discussion and implementation for high-net-worth and ultra-high-net-worth clients and prospects with $10 million or more in total assets. Planning solutions includes pre- and post-mortem tax and estate planning for individuals and families with taxable estates, retirement, tax and estate and asset protection planning for post-liquidity events, charitable planning for C-suite executives and international estate and gift tax planning for U.S. citizens and residents with foreign assets and for non-citizens and non-resident aliens non-citizens with U.S. assets. Utilize eMoney financial planning software to model the tax implications, cash flow effect and estate planning impacts, among other planning questions, of various planning scenarios. Partner with Regions\' commercial banking and lending teams to uncover banking solutions for business owners, real estate investors and other wealthy individuals and families.
EDUCATION
Mount St. Mary's University
B.A, Communications
The University of Chicago Booth School of Business
Certified Private Wealth Advisor
University of Florida Levin College of Law
LL.M. in Taxation, Taxation
University of Dayton School of Law
Juris Doctorate, Law
SKILLS
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