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- CFP®, CPWA®
- Business Development Specialist
Regan joined City National Rochdale in 2019 and has over 15 years of experience in the financial services industry. Mrs. Stanfield provides support to the Senior Investment Consultants in the Southeast region (Alabama, Arkansas, Georgia, Louisiana, Mississippi, and Tennessee). In her role as Business Development Specialist, Mrs. Stanfield is responsible for cultivating relationships with financial advisors, CPAs, attorneys, and their clients.
Mrs. Stanfield was most recently employed by Triad Advisors as a Compliance Specialist overseeing client investments. Prior to that, Mrs. Stanfield was an Assistant Vice President at a non-traded REIT where she was responsible for educating and marketing alternative investments to financial advisors.
Mrs. Stanfield earned her B.S.B.A. from Auburn University and her M.B.A. from Georgia State University. Additionally, Mrs. Stanfield is a CERTIFIED FINANCIAL PLANNERTM. She also holds the CPWA® designation, completing the coursework through the Yale School of Management. CPWA® focuses on advising families with greater than $5mm in assets.
Outside of work, Mrs. Stanfield enjoys running and spending time with her family.
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