Advisor profile


My approach

Michele Casey Huddleston - My approach photo

What you can expect when you work with us

At Ameriprise, our purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.
When you work with me, you receive:

· 1:1 financial advice based on your goals and needs.

· Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.

· Regular meetings to review your goals, progress and investments.

· Anytime access to your investments and digital tools to help you stay on track.

Feel confident about your financial future.

Michele Casey Huddleston - My approach photo

Areas of focus

  • Charitable Giving
  • Investments
  • Retirement Income Strategies
  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Wealth Preservation Strategies
22
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CERTIFIED FINANCIAL PLANNER™ practitioner
  • Chartered Financial Consultant®
  • Chartered Retirement Planning Counselor
  • Chartered Life Underwriter®

Education

  • University of South Carolina, B.A.-1986

Interests

  • Animals - my "children" are two dogs & two cats
  • Music - Peace Center performances and various bands
  • Travel - cruises and "bucket list" trips

Community participation

  • Peacekeeper supporter for Greenville Peace Center
  • Greenville Humane Society supporter and past board member

Awards & recognition

  • Forbes Best-in-State Wealth Advisors, 2020
  • Ameriprise Circle of Success, 2007-2010, 2012-2019
  • Five Star Wealth Manager, 2014

Honored to be recognized in Forbes

I’m proud to announce that I’m one of Forbes’ Best-in-State Wealth Advisorsfor 2020. The list spotlights top advisors across the U.S., and I’m honoredthat Forbes chose to recognize me –Thank you. While this is an exciting honor, helping my clients achieve their financial goals is the greatest reward. I’d like to thank my hard-working team and our loyal clients for making this recognition possible!

Forbes /SHOOK Researchlistings are based on data compiled by many of the nation’s most productive advisors, selected by their firms, which is then submitted to and judged by SHOOK Research. Key factors and criteria include: assets under management, revenue produced for the firm, regulatory and compliance record, and credentials/years of professional experience. Selection of winners is done by comparing advisors at a national level, selecting winners, and then sorting them into state-specific lists. A separate evaluation is not done for each state. Portfolio performance is not a factor. This award is not indicative of this advisor’s future performance. Neither Forbesnor SHOOK Research receives compensation in exchange for placement on the ranking.