Charlene Reyes, CFP® AEP® CWS®
Charlene Reyes, CFP® AEP® CWS®, serves as Vice President and Private Wealth Advisor at Regions Bank in Mobile, Alabama. With a career spanning over a decade in financial services, Charlene specializes in helping clients navigate complex financial landscapes, including wealth management, estate planning, portfolio oversight, and income planning. She collaborates closely with internal partners to deliver comprehensive solutions tailored to each client’s unique goals, consistently managing some of the firm’s most sophisticated client relationships while mentoring colleagues across the organization.
Charlene holds a Bachelor of Business Administration in Accounting from Faulkner University and a Personal Financial Planning Certificate from Metropolitan State University of Denver. She is a Certified Financial Planner, Accredited Estate Planner, and Certified Wealth Strategist, and maintains Series 7/66 Securities and Life/Health Insurance licenses. Her expertise extends across asset management, trust and estate planning, risk management, and insurance, allowing her to offer strategic guidance that balances long-term growth with immediate financial needs.
Beyond her professional work, Charlene is deeply committed to community service and mentorship. She has served on the boards of the Boys & Girls Clubs of South Alabama, the Estate Planning Council of Mobile, and the Gulf States Financial Planning Association, and has been an active mentor with BBVA Women in Leadership and BBVA Momentum programs. Passionate about fostering the next generation of leaders, Charlene also engages with Impact100 Mobile’s Junior Member program, empowering young women to make meaningful contributions to their communities.
• Accredited Estate Planner (AEP)
• Certified Wealth Strategist
• Certified Financial Planner
• Series 7/66 Securities Licenses
• Faulkner University - B.B.A.
• Financial Planning Association
• Estate Planning Council of Mobile
What do you attribute your success to?
I attribute my success to the depth and breadth of my experience in the financial industry, including my work as a licensed securities broker and wealth advisor. Throughout my career, I have remained deeply committed to helping clients navigate complex financial decisions, with a particular passion for wealth transfer planning. Building trusted relationships and guiding individuals and families toward long-term financial security has been the foundation of my professional journey and continued success.
What advice would you give to young women entering your industry?
My advice to young women entering the financial industry is to always embrace a mindset of learning. The landscape is constantly evolving, and staying curious, adaptable, and committed to expanding your knowledge will set you apart and empower you to grow both professionally and personally.
What values are most important to you in your work and personal life?
The values that are most important to me in both my professional and personal life are continuous learning and professional excellence. As a lifelong learner, I have built on over 20 years of experience as a licensed securities broker, maintaining my Series 7 securities license and earning professional accreditations along the way. I am committed to growth, knowledge, and integrity, applying these principles to every aspect of my work and interactions.
Locations
Regions Bank
Dafney, AL 36526