Edwin Warren

Edwin Warren, AWMA®
Vice President Specialty Private Advisor

333 Clay St

Suite 3800,

Houston, TX 77002-0012

About me

Background

Edwin Warren is a Specialty Private Advisor working with the Truist Sports & Entertainment Group. He focuses his practice on serving the needs of athletes, league executives, sports teams, and entertainment professionals to offer Specialized wealth, investment, insurance, banking, and borrowing solutions for individuals and firms in the sports industry. 

Edwin Warren also works with the Truist Legal Group where he serves the needs of law firms and individual attorneys to offer specialized wealth, investment, insurance, banking, and borrowing solutions.

Edwin brings over ten years of comprehensive wealth management and banking experience to the Sports & Entertainment and 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 meet their clients’ short and long-term goals.

Edwin has earned the professional designation of 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

He is a native of Tampa and is a graduate of Morehouse College.

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

  • Specialized wealth, investment, insurance, banking, and borrowing solutions for individuals and firms in the sports industry

  • Specialized wealth, investment, insurance, banking, and borrowing solutions for individuals and firms in the entertainment industry

To
Loading location info... Loading the directions...

Location data unavailable at this time. We apologize for the inconvenience.

Map

{0}

{1}

{2}

Office hours

{5}

Phone {3}
Fax {4}

{0} {1}
{0} {2} {3} {1} miles

Recommended Resources

    {0}
    {6}
    {7}
    {8}
    {9}
    {12}
    {10}
    {11}

    {3}

    {1}
    {8}
    {9}
    {10}
    {11}
    {14}
    {12}
    {13}
    {1}
    {2}
    {7}
    {8}
    {9}
    {10}
    {11}
    {14}
    {12}
    {13}