The Team

Huddleston & Associates

Our mission is to help our clients feel more confident and in control of their financial future by providing personalized advice and services customized to their individual needs. To accomplish this objective, we strive to continually evolve by integrating high levels of training, staff, and resources. Our team reflects this pursuit through their credentials, experience, roles and responsibilities as indicated below. As a result, our clients not only work with a knowledgeable advisor, but also have an entire team at their disposal.

Our Advisors

Michele Casey Huddleston

Michele Casey Huddleston

Private Wealth Advisor

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Designations

CFP®, CRPC®, APMA®

Top Areas of Focus

  • Charitable Giving
  • Investments
  • Retirement Income Strategies

Education

University of South Carolina, B.A.-1986

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Brandon L Leonard

Brandon L Leonard

Associate Financial Advisor

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Designations

APMA®

Top Areas of Focus

  • Small Business
  • Retirement Income Strategies
  • Social Security Retirement Benefits

Education

B.A. North Greenville University, B.A. - 2008

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Our Staff

Roger Huddleston

Roger Huddleston

Operations Director

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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
Cathryn Lopez

Cathryn Lopez

Client Service Manager

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Qualifications

  • More than 10 years experience in the Financial Services industry
  • Hollins University, B.A.

Roles & Responsibilities

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

Lauren Brown

Client Service Coordinator

Intern
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Qualifications

  • Clemson University, B.A. - 2016

Roles & Responsibilities

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

Erin Brown

Financial Planning Specialist

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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
Elizabeth Gibson

Elizabeth Gibson

Investment Specialist

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Qualifications

  • Over 4 years experience in the Financial Services industry
  • FINRA Series 7 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