Edwin Warren

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

1400 Post Oak Blvd

Suite 650,

Houston, TX 77056-3005

About me

Background

Edwin Warren is a Legal Wealth Advisor with the Truist Legal Specialty Group. He focuses his practice serving the needs of law firms and individual attorneys to offer Specialized wealth, investment, insurance, banking, and borrowing solutions.

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 athletes, league executives, entertainment professionals, successful attorneys and firms in his market. Together they develop a holistic financial plan that helps address their clients’ short and long-term goals.

Edwin has earned the professional designation of CERTIFIED FINANCIAL PLANNERTM and Accredited Wealth Management Advisor (AWMA®). He is a native of Tampa and is a graduate of Morehouse College.

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.

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

  • 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

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

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

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

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