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

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

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