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.