Dan Griffith, CEPA®

Director of Wealth Strategy

“Coming from a family of educators, I have a strong desire to help people understand complex financial concepts. Our wealth strategy team is continually researching, studying, and collaborating on how we can best guide our clients as they develop unique solutions.”

Dan Griffith, Director of Wealth Strategy

About Dan

Dan, once a practicing attorney, is now Huntington’s Director of Wealth Strategy. He leads the development of intellectual capital from the Private Bank, educates clients and colleagues on planning techniques, all while leading a team of advisors dedicated to advising ultra-high net worth clients. For Dan, who began his career in private law practice, community service is a way of life – from service on a number of non-profit boards, including a stint as President of the Ohio State Bar Association, to direct volunteer hours working with the food-insecure in his local community. As a certified specialist in Estate Planning, Dan is often called upon to speak to professional and community groups on a variety of technical topics. His goal is always to help translate what sometimes can be complex topics into understandable solutions.

Valuable Insights

  • Asset Protection for business owners, professionals, and wealthy families
  • Tax transfer strategies
  • Multi-generational estate planning
  • Business Succession Planning

Accreditations

  • Fellow, American College of Trust and Estates Council (ACTEC)
  • BA from the University of Mount Union
  • Juris Doctor from the Ohio State University
  • Adjunct professor University of Mount Union
  • Certified Exit Planning Advisor®

More from Dan Griffith, CEPA®

Recent Articles

Risk Management
Read Time: 6 Min
Long-term care strategies for affluent individuals
Expensive long-term care costs can quickly erode wealth, even for high-net-worth individuals, if not strategically prepared for and managed.
November 13, 2024
Retirement
Read Time: 5 Min
Planning for retirement while in your 50s
The transition to retirement could be smooth if a few steps to prepare are begun years in advance. Those in their 50s still have time to close gaps in some investment accounts, and open new accounts if appropriate.
October 18, 2024
Risk Management
Read Time: 4 Min
The rise of identity theft for high-net-worth individuals
Identity fraud can happen to anyone, but the chances might be higher for those with significant and diverse assets, such as high-net-worth individuals. The threats are real and varied, but you can take steps to protect your financial portfolio and future.
September 12, 2024
Estate Planning
Read Time: 3 Min
The lasting benefits of a dynasty trust
Preserving wealth for future generations could be achieved when incorporating a properly structured dynasty trust. If left unprotected, federal estate taxes can significantly reduce a trust’s principal at each generation.
September 12, 2024
Estate Planning
Read Time: 5 Min
Navigating business ownership and divorce
The stress of business ownership can take a toll on one’s health, family, and all too often, marriage. The detrimental financial effects of a divorce may be lessened with forethought, discussion, and planning.
April 01, 2024
Risk Management
Read Time: 3 Min
Tips for protecting your wealth and self against theft
High-net-worth individuals can work to avoid falling prey to cybercriminals, fraudsters, and scammers, but diligence and preparation are necessary.
February 02, 2024
Wealth Planning
Read Time: 4 Min
Tax planning considerations for high-net-worth individuals
High-net-worth individuals have numerous tactics at their disposal to reduce the tax liability on their wealth. Some outlined here may help you save money.
December 18, 2023
Succession Planning
Read Time: 4 Min
Key estate planning considerations for business owners
When preparing to pass down your business, consider a few questions that may result in a transition that supports the business and achieves other long-term goals.
November 10, 2023
Succession Planning
Read Time: 4 Min
Preparing for a family business succession conversation
Open and clear communication is necessary for many business decisions, and no more so than before a family business is set to be transferred. This discussion outlines important, specific topics those involved on all levels should consider.
December 14, 2023
Wealth Planning
Read Time: 4 Min
Maximizing wealth: Year-end planning considerations
There are numerous end-of-year tasks to complete that may in one way or another save you money. The wide-ranging topics include taxes, IRAs, healthcare accounts and much more.
November 01, 2023
Wealth Planning
Read Time: 5 Min
Wealth planning: Transferring your estate
You’ve worked a lifetime building wealth, but have you determined how to help ensure your legacy is passed on to whom and how? If not, your state of residence may make decisions that may or may not mirror your wishes.
March 27, 2023
Succession Planning
Read Time: 6 Min
What is your business succession planning strategy?
After working hard to build up a business, preparing for the next chapter should start as soon as possible. When passing down or selling your business, begin with a solid succession plan that includes business valuation, liquidity, and more.
June 02, 2023

Videos

Dan Griffith appeared on Yahoo! Finance to share insights on several topics, including our economic outlook, managing optimism amid soaring markets and the current sentiment of our clients.

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Dan Griffith appeared on Yahoo Finance to discuss the impact of the latest inflation report, how business owners feel about the current economic environment and how we’re advising clients.

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As companies continue to report earnings, Director of Wealth Strategy Dan Griffith talked with Yahoo Finance Tuesday about the current health of consumers, strategies for Private Bank clients and how they’re feeling about the economy.

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Director of Wealth Strategy Dan Griffith appeared on Yahoo! Finance Friday to discuss the recent market rally, expectations for this week’s Fed rate decision and our client investment strategy in the current environment.

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Director of Wealth Strategy Dan Griffith appeared on Bloomberg TV this afternoon to share the Private Bank’s latest economic outlook and advice to clients among all the economic uncertainty—including what’s driving his optimism for the future.

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Podcasts & Radio

Publications

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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.

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