Huddleston & Associates

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Team photo for Huddleston & Associates
Team photo for Huddleston & Associates

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Advisors

Advisor photo for Michele Casey Huddleston

Michele Casey Huddleston

CFP®, CRPC, ChFC®, CLU®, APMA

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Michele Casey Huddleston's website
Advisor photo for Brandon L Leonard

Brandon L Leonard

MSFP, CFP®, APMA, CRPC

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Brandon L Leonard's website


Team

Roger Huddleston

Roger Huddleston

Operations Director

Qualifications

  • Been with the practice 12 years

  • FINRA Series 7 and Series 66 licensed
  • SC State Life, Accident & Health Insurnace licensed
  • SC State Annuities licensed
  • Georgia State University, MBA - 1988
  • Clemson University, B.S. - 1984

Roles & Responsibilities

  • Business Operations and Strategic planning
  • Finance and Accounting for the practice
  • Information Technology
  • Facilities
  • Human Resources and Employee Benefits
  • Risk Mitigation
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Cathryn Lopez

Cathryn Lopez

Client Service Manager

Qualifications

  • More than 14 years experience in the Financial Services industry

  • Over 3 years with the practice

  • FINRA Series 7 licensed
  • FINRA Series 66 licensed
  • Hollins University, B.A.

Roles & Responsibilities

  • Client Relations
  • Office Efficiency
  • Business Processing - Level 2
  • Overseeing Level 1 Client Service Activities
  • Social Media Marketing for the practice
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