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

More about me...

Contact

michele.c.huddleston@ampf.com

864.250.3000

Designations

CFP®, CRPC®, ChFC®, CLU®, APMA®

Top Areas of Focus

  • Charitable Giving
  • Investments
  • Retirement Income Strategies

Education

University of South Carolina, B.A.-1986

VISIT MY WEBSITE

Brandon L Leonard

Brandon L Leonard

Associate Financial Advisor

More about me...

Contact

Brandon.Leonard@ampf.com

864.250.3000

Designations

APMA®

Top Areas of Focus

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

Education

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

VISIT MY WEBSITE

Our Staff

Roger Huddleston

Roger Huddleston

Operations Director

More about me...

Contact

roger.d.huddleston@ampf.com

864.250.3000

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
Brooke Jones

Brooke Jones

Client Service Manager

More about me...

Contact

Brooke.Jones@ampf.com

864.250.3000

Qualifications

  • Over 8 years experience in the Finacial Services industry covering various roles and levels of responsibility
  • FINRA Series 7, Series 66 and Series 99 licensed
  • SC State Life, Accident and Health Insurance licensed
  • Clemson University, B.S. - 2006
  • Degree in Financial management

Roles & Responsibilities

  • Client Experience
  • Business Processing
  • Regulatory and Comliance
  • Marketing
  • Event Planning
Robert "Steve" Paris

Robert "Steve" Paris

Paraplanner

More about me...

Contact

robert.3.paris@ampf.com

864.250.3000

Qualifications

  • More than 20 years of service
  • Experience in multiple roles with the company
  • FINRA Series 7, Series 63 & Series 65 licensed
  • SC State Life and Health Insurance licensed
  • SC State Annuties licensed
  • United States Naval Academy, B.S.- 1976

Roles & Responsibilities

  • Pulling portfolio rebalance reports
  • Preparing investment deliverables
  • Executing trades
  • Moving cash at client's request
Erin Brown

Erin Brown

Financial Planning Specialist

More about me...

Contact

erin.brown2@ampf.com

864.250.3000

Qualifications

  • Over 1 year 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