Edwin Warren

Edwin Warren, AWMA®, CFP®
Vice President Legal Wealth Advsior Truist Bank

1400 Post Oak Blvd

Suite 650,

Houston, TX 77056-3005

Edwin.warren@truist.com

Phone 713-425-2116

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About me

Background

Edwin Warren is a Legal Wealth Advisor with the Truist Wealth Legal Specialty Group. He focuses on serving the needs of Law Firms and individual Attorneys to offer them Private Banking and Wealth Management Services.

Edwin brings over 10 years of comprehensive wealth management and banking experience to the Legal Specialty Group. As part of the Specialty Group, Edwin works with a team of specialists whose sole focus is to bring comprehensive and highly customized business and personal financial solutions to Attorneys and Law Firms in his market. Together they develop a holistic financial plan that helps address their clients’ short and long-term goals.

As a CERTIFIED FINANCIAL PLANNER™ professional, Accredited Wealth Management Advisor (AWMA®) and fiduciary. Edwin helps his clients take a comprehensive, strategic approach to financial planning. Utilizing an in-depth financial needs assessment, and in partnership with Truist specialists in banking, strategic credit, risk management, investments, and trust and estate planning, Edwin and his team develop recommendations tailored to his clients’ needs, priorities, and preferences.

Registered Representative, Truist Investment Services, Inc., Investment Adviser Representative, Truist Advisory Services, Inc.
Check the background of this investment professional on FINRA's BrokerCheck

Education

Finance
Morehouse College 2008

Personal Interests

Edwin is a native of Tampa, Florida and is a graduate of Morehouse College located in Atlanta, Georgia.

Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

  • Innovative, customized risk management strategies and solutions in partnership with McGriff and Truist Life Insurance Services, designed to protect every facet of your assets and income.

  • Wills; trust, estate, gift, wealth transfer, and generation-skipping tax planning; estate administration and settlement; and more

  • Exclusive educational events, whitepapers, articles, podcasts, legacy planning, next-generation education

  • Specialized wealth, investment, insurance, banking, and borrowing solutions for attorneys

  • Specialized wealth, investment, insurance, banking, and borrowing solutions for law firms

Locations

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