Marc Dizard, CFA, CFP®

Chief Investment Officer

As Chief Investment Officer for Huntington Bank, Marc leads investment strategy, portfolio management and market insights, helping clients navigate evolving markets and pursue their long-term financial goals.

Dan Griffith, CEPA®

Director of Wealth Strategy

A Certified Exit Planning Advisor, Dan guides ultra-high net worth clients, develops intellectual capital and educates clients on planning techniques.

Jill Garvey, CPA, CFP®

Wealth Strategist

Jill is a Certified Public Accountant, a Certified Financial Planner™, and a Senior Wealth Strategist providing thought leadership for business succession and estate and wealth transfer planning.

Larry Jones, CPA

Wealth Strategist

Larry is a CPA, personal finance specialist and global management accountant. With 30+ years’ experience, he advises business owners and executives in wealth security and transfer.

Rosemarie Wilkins, MTax, CEPA®, CFP®

Wealth Strategist

Rosemarie partners with Huntington’s wealth management teams advising clients on retirement, tax and estate planning, along with business succession and philanthropic initiatives.

Contact Us

We're here for you—online, by phone, or at a local Huntington branch.

Automated assistance

Quick answers when you need them.

Speak with us

We're here to help, daily 7:00 AM to 7:00 PM ET.

800-480-2265

Find a Private Bank office

Find your nearest office today.

Disclosures

Investment, Insurance and Non-deposit Trust products are: NOT A DEPOSIT • NOT FDIC INSURED • NOT GUARANTEED BY THE BANK • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • MAY LOSE VALUE

The Huntington National Bank (“Huntington Bank”) offers a full range of wealth management and financial services through dedicated teams of professionals within the Huntington Private Bank® and Huntington Financial Advisors® as follows:

  • Banking solutions, including loans and deposit accounts, are provided by Huntington Bank, Equal Housing Lender and Member FDIC.
  • Trust and investment management services are provided by Huntington Bank, a national bank with fiduciary powers.
  • Certain insurance products are offered by Huntington Insurance, Inc. and underwritten by third-party insurance carriers not affiliated with Huntington Insurance, Inc.
  • Certain investment advisory solutions, securities, and insurance products are provided by Huntington Financial Advisors®, a financial advisory practice of Ameriprise Financial Services, LLC (“Ameriprise”). Huntington Financial Advisors® is the trade name of the investment program offered through Huntington Bank. Certain employees of Huntington Bank provide investment advisory, brokerage, and insurance services, offered by and through Ameriprise in their capacity as registered representatives of Ameriprise. Ameriprise is a registered investment adviser and broker-dealer member of FINRA and SIPC. Ameriprise is not affiliated with Huntington Bank, Huntington Insurance, Inc., or Huntington Bancshares Incorporated. Ameriprise and Huntington Bank partner to provide financial planning services and solutions to clients. Huntington Bank is not an investment client of Ameriprise; however, it receives revenue sharing payments from Ameriprise, which creates a conflict of interest. Details on how we work together can be found on ameriprise.com/sec-disclosure.

Huntington Private Bank® is a federally registered service mark of Huntington Bancshares Incorporated.

Huntington Financial Advisors® is a federally registered service mark of Huntington Bancshares Incorporated and is used under license.

Huntington Bank and Huntington Insurance, Inc. are wholly-owned subsidiaries of Huntington Bancshares Incorporated.

Minimum investment or deposit balance criteria apply with respect to the Huntington Private Bank. Please contact a Huntington Private Bank colleague for more information on eligibility requirements.