Exclusive Benefits for Private Banking Clients

 

The key to your Wealth Services relationship is your Relationship Manager, an experienced and knowledgeable professional, who works with other Huntington financial specialists to help determine the best solutions to meet your financial needs.


Wealth Services

Your Relationship Manager listens to you and helps identify your financial needs, issues and goals – immediate and longer term – to create your Personal Financial Profile. In addition to understanding your personal and business situations, we'll consider specific financial information, including:

  • Debt analysis
  • Education funding
  • Estate review
  • Insurance protection
  • Investment management
  • Retirement planning

Your Relationship Manager will use your Personal Financial Profile to help you with personalized and effective solutions. We'll regularly update your profile and introduce other Private Financial Group team members to meet your changing needs.


Personal Management Account

In addition to all of Huntington's standard deposit accounts and loan products, Private Banking offers the Personal Management Account (PMA). Designed to meet the money management, reporting and transaction needs of Private Banking clients, the PMA is available exclusively to Private Banking clients.


For more information, to make an appointment or to have a Relationship Manager call you, contact us at a location near you.




Investment and Insurance products are:

NOT A DEPOSIT NOT FDIC-INSURED NOT GUARANTEED BY THE BANK
NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY MAY LOSE VALUE