Bryan Koepp is Executive Vice President and Wealth Planning Executive at Regions Private Wealth Management. Since 2019, he has led Regions Wealth Planning and Advice, integrating planning into the firm’s client experience, advancing the ultra-high-net-worth and family solutions segment, and fostering a one-advisory-team approach for business-owner clients on transition and succession with Commercial, Corporate, and Investment Banking. During this period, he has also expanded the firm’s thought leadership in wealth and business-transition planning, grown Regions’ emerging talent program for Private Wealth Management, and helped the firm earn multiple industry awards for planning execution and innovation.

Earlier in his career, Bryan served as a Wealth Strategist at Regions after joining the firm in 2015 and previously held senior wealth planning roles at PNC—including leadership of the national practice group for business owners—and at BB&T, where he focused on financial and business-transition planning.

Bryan has been awarded a Juris Doctorate (J.D.), the Certified Financial Planner (CFP®) and Society of Trust and Estate Practitioners (STEP) designations. He earned his J.D. at The Ohio State University College of Law, Columbus, Ohio, and B.A. with Honors from The College of Wooster, Wooster, Ohio.