Larry Jones is a Wealth Strategist for Huntington Private Bank. He advises clients in all areas of wealth planning, including education funding, business succession planning, retirement, estate planning, and wealth distribution and transfer. He has considerable expertise in advising business owners and corporate executives in wealth transfer and preservation techniques.
Larry has more than 30 years of wealth management experience. He joined Huntington in 2016 after the merger with FirstMerit, where he served in a similar capacity. He previously was an executive director and senior wealth advisor at J.P. Morgan and was a member of its Retirement Planning Center, a specialized group of wealth advisors tasked with training other wealth advisors and all private banking personnel. These members also were responsible for managing the most complex client engagements. Prior to J.P. Morgan, he spent 17 years in private practice. He also is on staff at Oakland University’s School of Business Administration where he teaches income taxation.
Larry is a certified public accountant, personal financial specialist (American Institute of Certified Public Accountants specialty designation) and certified global management accountant. He also is a member of the American Institute of CPAs (AICPA) and the AICPA’s National Financial Planning Insight Council, as well as the Michigan Association of CPAs.
Valuable Insights:
• Comprehensive financial planning
• Estate planning
• Wealth management
• Tax planning
• Business succession planning