Edwin Morrow

Wealth Strategist

“I look at myself as a teacher who’s approachable, friendly, practical, and I love the intellectual challenge of how we can best benefit clients.”

Edwin Morrow, Wealth Strategist

About Edwin

Edwin previously practiced tax law and now specializes in estate planning and trust law. He’s a Certified Mergers and Acquisitions Advisor®, a non-public FINRA arbitrator, and a Fellow at The American College of Trust and Estate Counsel.

Edwin is one of the most sought after nationally recognized experts in the country and co-author of The Tools & Techniques of Estate Planning which is used for Certified Trust Financial Advisor designation. He remains curious and energized as he researches creative, cutting edge-solutions to help clients, no matter how unique the scenario.

Valuable Insights

  • Estate planning
  • Tax planning
  • Asset protection planning
  • Business succession planning

Accreditations

  • MBA from Xavier University; Master’s degree in tax law from Capital University Law School (“LL.M”)
  • Juris Doctor from Northwestern School of Law, Lewis and Clark College
  • Fellow of the American College of Trust and Estate Counsel
  • Probate Law Journal of Ohio Editorial Board member
  • American Bar Association and its Real Property, Probate and Trust and Tax Sections member

More from Edwin Morrow

Recent Articles

Wealth Planning
Read Time: 4 Min
6 Questions: How to begin transferring your wealth
When it comes time to transfer your wealth, you want the best possible outcome for the things you care about. Consider these questions when devising a plan.
August 16, 2023
Succession Planning
Read Time: 3 Min
Key factors for business succession planning
A good business succession plan is essential to achieving your goals down the road. Whether you want to keep the business in the family or sell to outside buyers, the journey can be long and rewarding.
March 30, 2023
Retirement
Read Time: 3 Min
Effects of a down year on your retirement
Financial downturns, market volatility, and more can have negative effects on your retirement. Understand how to approach setbacks in your retirement plan.
May 03, 2023

Follow us on LinkedIn

If you’re looking for straightforward and clear information on markets and wealth planning – look no further. Follow Huntington Private Bank® for up-to-date market commentary and wealth management insights and guidance from our team of experts.

Connect with Huntington Private Bank

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.