Huddleston & Associates

Advisors

Michele Casey Huddleston

Michele Casey Huddleston

Private Wealth Advisor

Visit Michele Casey Huddleston's website
Brandon L Leonard

Brandon L Leonard

Associate Financial Advisor

Visit Brandon L Leonard's website

Team

Roger Huddleston

Roger Huddleston

Operations Director

Qualifications

  • Over 20 years sales and management experience
  • FINRA Series 7 and Series 66 licensed
  • SC State Life and Health Insurance 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
  • Human Resources and Employee Benefits
  • Financial Planning Support
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Cathryn Lopez

Cathryn Lopez

Client Service Manager

Qualifications

  • More than 10 years experience in the Financial Services industry
  • FINRA Series 7 licensed
  • FINRA Series 66 licensed
  • Hollins University, B.A.

Roles & Responsibilities

  • Client Relations
  • Business Processing - Level 2
  • Overseeing Level 1 Client Service Activies
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Lauren Brown

Lauren Brown

Client Service Coordinator,

Intern

Qualifications

  • Clemson University, B.A. - 2016

Roles & Responsibilities

  • Client Experience
  • Business Processing - Level 1
  • Marketing
  • Event Planning
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Erin Brown

Erin Brown

Financial Planning Specialist

Qualifications

  • Over 2 years experience with the practice
  • Winthrop University, B.S. – 2017
  • Degree in Business Administration with concentration in Financial Planning

Roles & Responsibilities

  • Financial Planning data entry and analysis
  • Drafting Financial Plan deliverables for advisor review
  • Advisor and Client Service support
  • Client Concierge activities
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Elizabeth Gibson

Elizabeth Gibson

Investment Specialist

Qualifications

  • Over 4 years experience in the Financial Services industry
  • FINRA Series 7 licensed
  • FINRA Series 66 licensed
  • FINRA Series 24 licensed
  • Lee University, B.S. - 2015

Roles & Responsibilities

  • Inputting and maintaining investment models in trading system as provided by advisors
  • Pulling protfolio rebalance reports
  • Preparing investment deliverables
  • Executing trades
  • Moving cash at cleints' request
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