Dan Griffith, CEPA®

Director of Wealth Strategy

“Coming from a family of educators, I have a strong desire to help people understand complex financial concepts. Our wealth strategy team is continually researching, studying, and collaborating on how we can best guide our clients as they develop unique solutions.”

Dan Griffith, Director of Wealth Strategy

About Dan

Dan, once a practicing attorney, is now Huntington’s Director of Wealth Strategy. He leads the development of intellectual capital from the Private Bank, educates clients and colleagues on planning techniques, all while leading a team of advisors dedicated to advising ultra-high net worth clients. For Dan, who began his career in private law practice, community service is a way of life – from service on a number of non-profit boards, including a stint as President of the Ohio State Bar Association, to direct volunteer hours working with the food-insecure in his local community. As a certified specialist in Estate Planning, Dan is often called upon to speak to professional and community groups on a variety of technical topics. His goal is always to help translate what sometimes can be complex topics into understandable solutions.

Valuable Insights

  • Asset Protection for business owners, professionals, and wealthy families
  • Tax transfer strategies
  • Multi-generational estate planning
  • Business Succession Planning

Accreditations

  • Fellow, American College of Trust and Estates Council (ACTEC)
  • BA from the University of Mount Union
  • Juris Doctor from the Ohio State University
  • Adjunct professor University of Mount Union
  • Certified Exit Planning Advisor®

More from Dan Griffith, CEPA®

Recent Articles
Market Trends
Read Time: 6 Min
Roth Conversions: Planning Opportunities in a Down Market
One’s financial portfolio should be diversified, in part to help reduce losses during a down market. Fortunately, depending on your specific situation, there are steps to consider taking even during a downturn to limit tax burdens.
May 08, 2025
Debt, Capital & Financing Trends
Read Time: 8 Min
What 2025’s Tax and Policy Uncertainty Could Mean for Your Growth Strategy
New policies could bring uncertainty to the tax environment in 2025. Consider assessing tax strategies and M&A opportunities now to prepare for what’s ahead.
March 05, 2025
Wealth Planning
Read Time: 4 Min
Tax planning considerations for high-net-worth individuals
High-net-worth individuals have numerous tactics at their disposal to reduce the tax liability on their wealth. Some outlined here may help you save money.
March 20, 2026
Risk Management
Read Time: 6 Min
Long-term care strategies for affluent individuals
Expensive long-term care costs can quickly erode wealth, even for high-net-worth individuals, if not strategically prepared for and managed.
November 13, 2024
Retirement
Read Time: 5 Min
Planning for retirement while in your 50s
The transition to retirement could be smooth if a few steps to prepare are begun years in advance. Those in their 50s still have time to close gaps in some investment accounts, and open new accounts if appropriate.
October 18, 2024
Risk Management
Read Time: 4 Min
The rise of identity theft for high-net-worth individuals
Identity fraud can happen to anyone, but the chances might be higher for those with significant and diverse assets, such as high-net-worth individuals. The threats are real and varied, but you can take steps to protect your financial portfolio and future.
September 12, 2024
Wealth Planning
Read Time: 5 Min
Caring for your aging parents’ financial life
Planning for healthcare costs can be complex, and when aging parents are in the mix, the preparation can be especially emotional and difficult. Regular and open communication, among other tactics, are vital as you care for mom and/or dad.
April 18, 2024
Estate Planning
Read Time: 5 Min
Navigating business ownership and divorce
The stress of business ownership can take a toll on one’s health, family, and all too often, marriage. The detrimental financial effects of a divorce may be lessened with forethought, discussion, and planning.
November 17, 2025
Risk Management
Read Time: 3 Min
Tips for protecting your wealth and self against theft
High-net-worth individuals can work to avoid falling prey to cybercriminals, fraudsters, and scammers, but diligence and preparation are necessary.
February 02, 2024
Wealth Planning
Read Time: 5 Min
Wealth planning: Transferring your estate
You’ve worked a lifetime building wealth, but have you determined how to help ensure your legacy is passed on to whom and how? If not, your state of residence may make decisions that may or may not mirror your wishes.
March 27, 2023

Videos

Dan Griffith appeared on Yahoo! Finance to share insights from our business owner study, “2025 Beyond Business Report,” and how tariffs may fuel dealmaking activity.

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Dan Griffith appeared on Yahoo! Finance to share insights on several topics, including our economic outlook, managing optimism amid soaring markets and the current sentiment of our clients.

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Dan Griffith appeared on Yahoo Finance to discuss the impact of the latest inflation report, how business owners feel about the current economic environment and how we’re advising clients.

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As companies continue to report earnings, Director of Wealth Strategy Dan Griffith talked with Yahoo Finance Tuesday about the current health of consumers, strategies for Private Bank clients and how they’re feeling about the economy.

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Director of Wealth Strategy Dan Griffith appeared on Yahoo! Finance Friday to discuss the recent market rally, expectations for this week’s Fed rate decision and our client investment strategy in the current environment.

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Director of Wealth Strategy Dan Griffith appeared on Bloomberg TV this afternoon to share the Private Bank’s latest economic outlook and advice to clients among all the economic uncertainty—including what’s driving his optimism for the future.

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Podcasts & Radio

Publications

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