Rosemarie Wilkins, CFP®, MTax

Senior Wealth Strategist

“I enjoy the personal relationships we build and foster with our clients and their families. My priority is learning our clients’ unique goals, needs and assets, which allows me to build a strategic plan with their values at the forefront. My passion is planning and ensuring my clients have a successful path forward.”

About Rosemarie

Growing up, Rosemarie worked in her father’s small business, where she fell in love with problem solving, numbers and the relationships he had with his customers and vendors. Learning how entrepreneurs fulfill – and exceed – their customers’ expectations while resolving their own problems, led her to a career in finance and gave her insight uncommon to many in the industry.

As a Wealth Strategist, Rosemarie partners with members of Huntington’s wealth management teams advising clients in a range of financial planning matters including retirement planning, tax planning, business succession planning, estate planning, charitable planning, and more.

Valuable Insights

  • Retirement planning
  • Tax planning
  • Business succession
  • Charitable giving

Accreditations

  • BBA in Financial Management & Financial Planning, University of Akron
  • Master’s in Taxation, University of Akron
  • Certified Financial Planner®
  • Adjunct professor, University of Akron Financial Planning Department

More from Rosemarie Wilkins

Recent Articles

Risk Management
Read Time: 4 Min
Outsmarting fraud: 5 effective ways to protect your wealth
Cybercrime is surging. Discover expert tips to help safeguard your assets from sophisticated scams and digital fraud.
November 20, 2025
Risk Management
Read Time: 4 Min
Asset protection strategies for dentists, doctors and veterinarians
Doctors of all fields often face unique financial and legal risks. Protecting and securing the practice and personal assets that these professionals have worked long and hard for are key aspects of their financial plans.
April 15, 2025
Wealth Planning
Read Time: 3 Min
Understanding 529 rollover to Roth IRA
529 college savings plans offer many benefits to families preparing for soaring tuition down the road. Recent legislative changes allow for converting 529 funds to a Roth IRA, thus possibly avoiding some taxes and penalties for those who have excess funds in their 529 plans.
January 17, 2025
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

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

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.