Austin Warner, JD, CFP®, CTFA®
Senior Wealth Planner
At Callan Family Office, Austin serves as a Senior Wealth Planner. In this role, he provides objective customized wealth planning advice, and develops tailored recommendations for ultra-high-net-worth clients. Austin focuses on wealth transfer, tax mitigation strategies, cash flows, and budgeting.
Before joining Callan Family Office, Austin was a wealth planner at Abbot Downing, Wells Fargo’s ultra-high-net-worth business, where he worked on estate planning solutions and charitable giving strategies. He began his career at U.S. Trust, Bank of America, where he spent many years working in Trust Administration for high-net-worth clients.
Austin earned his Juris Doctor degree (J.D.) from Georgia State University College of Law and holds a Bachelor of Business Administration degree in trust and wealth management from Campbell University. Further, Austin has earned both the Certified Financial Planner (CFP®) and Certified Trust and Fiduciary Advisor (CTFA) designations.
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Our goal is to orchestrate the opportunities associated with wealth and provide a clear path forward. To learn more about how we can best serve you, please reach out to our team.