Stephanie Kormanec, CEPA®

Wealth Strategist

“My role as a wealth strategist is to help clients navigate a very complex financial landscape, one step at a time. This process must begin with understanding each client’s unique set of circumstances and goals. Through this discovery process, I can help clients create a flexible and comprehensive wealth plan that accounts for the unexpected, prepares the client and their family for the future, and protects the fruits of their labor for generations to come.”

Stephanie Kormanec, Wealth Strategist

About Stephanie

As a Wealth Strategist for Huntington Private Bank, Stephanie works with wealth management teams nationwide, advising ultra-high net worth clients on how to build, preserve and transfer their wealth.

Prior to joining Huntington Private Bank nearly 10 years ago, Stephanie was in private practice and helped clients with estate planning, estate and trust administration, probate, asset protection, special needs planning, and business succession. Her experience and knowledge, as well as the ability to coordinate a team of attorneys, accountants, and other advisors, brings significant value to client relationships.

Stephanie is involved in numerous community and charitable activities, including serving on several boards and volunteer work. She’s also a frequent speaker on the topics of estate planning, estate and trust administration, special needs planning, asset protection and business succession planning.

Valuable Insights

  • Estate and Business Succession Planning
  • Wealth Transfer
  • Charitable Giving Techniques
  • Probate Law
  • Special Needs Planning and Elder Law
  • Trust Administration
  • Wealth and Family Governance
  • Retirement Planning

Accreditations

  • Licensed to practice in Ohio since November 2000
  • BA and Juris Doctor from the University of Akron
  • Ohio State Bar Association, Estate Planning, Trust, and Probate Law Section
  • Akron Bar Association, Probate Section
  • Certified Exit Planning Advisor (CEPA)
  • Member of The Salvation Army Advisory Board of Summit County, 2012 – Present
  • Embracing Futures Board, 2014 – Present
  • Charles Deering Legacy Advisor Leadership Council Member
  • Leadership Akron Class 38

More from Stephanie Kormanec, CEPA®

Recent Articles

Wealth Planning
Read Time: 3 Min
Understanding 529 rollover to Roth IRA
Section 529 college savings plans offer many benefits to families preparing for soaring tuition down the road. Recent legislative changes also allow for converting 529 funds to a Roth IRA, thus possibly avoiding some taxes and penalties.
October 02, 2024
Succession Planning
Read Time: 3 Min
What will happen to your business when you leave, retire, or are no longer around?
The future of your business after you move on, whether planned or not, can be determined for the most part with discussion, preparation, and guidance. But without proper arrangements, there’s no telling who will benefit from all your hard work.
March 18, 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
Philanthropy
Read Time: 4 Min
Donor-advised funds or private foundations: Which suits your wishes?
Your philanthropic efforts may be enhanced when paired with the appropriate strategy. Both donor-advised funds and private foundations offer many different benefits, but which is a good match for your goals and family’s legacy?
August 07, 2024
Estate Planning
Read Time: 5 Min
Financial planning for a special needs child
Shaping the financial future for a child with special needs is crucial to ensure they're taken care of even after you're gone. Get started by learning more.
May 01, 2023
Estate Planning
Read Time: 4 Min
Intro guide to incapacity planning
With Americans living longer and the potential need for long-term care, it’s important to prepare for the possibility of leaving financial and medical decisions to someone you can trust. One can become incapacitated at any time, so the sooner one sets the process in motion the better.
June 14, 2023

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Huntington Private Bank® is a team of professionals dedicated to delivering a full range of wealth and financial services. The team is comprised of Private Bankers, who offer premium banking solutions, Wealth and Investment Management professionals, who provide, among other services, trust and estate administration and portfolio management from The Huntington National Bank, and licensed investment representatives of The Huntington Investment Company, which offers securities and investment advisory services. Huntington Private Bank® is a federally registered service mark of Huntington Bancshares Incorporated.

Huntington Financial Advisors® is a service mark and trade name under which The Huntington Investment Company offers securities and insurance products and services. The Huntington Investment Company is a registered broker-dealer, member FINRA and SIPC, and registered investment adviser with the U.S. Securities and Exchange Commission (SEC). Huntington Financial Advisors® is a federally registered service mark of Huntington Bancshares Incorporated.

Certain insurance products are offered by Huntington Insurance, Inc., a wholly-owned subsidiary of Huntington Bancshares Incorporated, and underwritten by third-party insurance carriers not affiliated with Huntington Insurance, Inc.

Trust and certain investment management services are provided by The Huntington National Bank, a national bank with fiduciary powers. The Huntington National Bank is a wholly-owned subsidiary of Huntington Bancshares Incorporated.

Third-party product, service and business names are trademarks and/or service marks of their respective owners.