Meet our wealth management experts

Get to know our experienced wealth management team and take advantage of financial insights you need now, and to prepare for tomorrow.

If you’re looking for straight-forward and clear information on markets and wealth planning–look no further. Huntington Private Bank® wealth management experts are regularly featured in renowned media outlets and financial publications and are skilled at translating complex financial topics into meaningful guidance. Their financial insights cover a variety of topics, from banking and investing news to wealth management and retirement, and the many stops in between.

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.

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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.

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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.

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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.

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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

Huntington offers a full range of wealth management and financial services through dedicated teams of professionals in the Huntington Private Bank® and Huntington Financial Advisors®, as follows:

  • Banking solutions, including loans and deposit accounts, are provided by The Huntington National Bank, Equal Housing Lender and Member FDIC.
  • Trust and investment management services are provided by The Huntington National Bank, a national bank with fiduciary powers.
  • Certain investment advisory solutions, securities, and insurance products are provided by Huntington Financial Advisors®.
  • Certain insurance products are offered by Huntington Insurance, Inc. and underwritten by third-party insurance carriers not affiliated with Huntington Insurance, Inc.

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

Huntington Financial Advisors® is a federally registered service mark and a trade name under which The Huntington Investment Company does business as a registered broker-dealer, member FINRA and SIPC, a registered investment advisor with the U.S. Securities and Exchange Commission (SEC), and a licensed insurance agency.

The Huntington National Bank, The Huntington Investment Company, 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.