David Rea, CIMA®, CFP®, AWMA™, is a Wealth Advisor at Regions Private Wealth Management, where they assist Executives, Professionals, Owners, Multi-Generational Families, and Institutions with their financial needs and aspirations. They previously served as Vice President and Private Client Advisor at Bank of America Private Bank and gained extensive experience in financial advising at firms such as Merrill Lynch and Wells Fargo Advisors. David also holds a Juris Doctor from Wake Forest University School of Law and has a diverse legal background, including roles as a Judicial Law Clerk and Attorney.
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