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Edwin P. Morrow III, J.D., LL.M., CFP®
Wealth Strategist
Huntington Private Bank
Current Affiliation:
Ed Morrow is a Wealth Strategist for the Huntington Private Bank in their Wealth Advisory Services Group and works with Huntington’s wealth management teams nationwide, advising high net worth clients on how to preserve and transfer their wealth.
Prior Affiliation:
Ed was previously in similar roles for U.S. Bank Private Wealth Management and KeyBank Family Wealth Advisory Group, and in private law practice in Cincinnati, Ohio, concentrating in tax, estate and business planning. While he does not practice law for the bank, he is actively licensed to practice law in Ohio, including with U.S. Tax Court and U.S. District Court for the Southern District of Ohio. Other experience includes drafting trial court opinions for the U.S. District Court of Portland, Oregon as a law clerk.
Education:
Ed has his Juris Doctor (J.D.) from the Northwestern School of Law at Lewis and Clark College in Portland, Oregon. He has a master’s degree in business (MBA) from Xavier University in Cincinnati and a master’s degree in tax law (LL.M.) from Capital University in Columbus, Ohio.
Professional Affiliations and Accomplishments:
Ed is a member of the Ohio State Bar Association and its estate planning section, as well as the American Bar Association and its Real Property, Probate and Trust and Tax Sections. Ed was a board‐certified specialist in estate planning and trust law through the Ohio State Bar Association from 2007‐2022 (not renewed in 2023). He is currently a Fellow of the American College of Trust and Estate Counsel (ACTEC), currently serving as Chair of their Employee Benefits committee, and is a member of the Asset Protection committee. He is also a Certified Financial Planner (CFP®) certificant and an approved nonpublic arbitrator for the Financial Industry Regulatory Association (FINRA). He is on the editorial board of the Probate Law Journal of Ohio. He is a frequent writer and speaker on wealth management, tax and asset protection topics nationwide and has been quoted in the New York Times and Wall Street Journal.
Recent Publications:
• Co‐Author, with the late Stephan Leimberg and L. Paul Hood, of Tools and Techniques of Estate Planning, 21st Edition, a comprehensive 1000+ page estate planning guide available through National Underwriter or Amazon.
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