David Sosa - Regions Financial Advisor

David Sosa - Regions Financial Advisor is a trusted institution located at 3516 Main Highway, Miami, Florida, United States. David Sosa, a Financial Advisor in Coconut Grove, FL for Regions Investment Solutions, is dedicated to helping clients meet their immediate and long-term financial goals. With a personalized approach, David will create a comprehensive strategy tailored to your specific needs.

Regions Wealth Management, a business unit of Regions Bank, offers trust and investment management services, along with investment advisory services through Regions Investment Management, Inc. As a Registered Investment Adviser, RIM is a wholly owned subsidiary of Regions Bank, providing expert advice and strategies for clients.

The institution's focus is on providing educational and general marketing information, not as a recommendation for specific investments. Regions Bank, with its recognizable logo and LifeGreen color, is committed to serving clients with integrity and transparency.

If you have any questions or would like to schedule an appointment with David Sosa, please contact us. Thank you for considering David Sosa - Regions Financial Advisor for your financial needs.