Our advisors

Michele Casey Huddleston, Private Wealth Advisor serving the Greenville, SC area - Ameriprise Advisors

Michele Casey Huddleston

CFP®, CRPC, ChFC®, CLU®, APMA

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Michele Casey Huddleston Visit Michele Casey Huddleston's website
Brandon L Leonard, Financial Advisor serving the Greenville, SC area - Ameriprise Advisors

Brandon L Leonard

MSFP, CFP®, CRPC, APMA

Financial Advisor

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

Our team

Roger Huddleston

Roger Huddleston

Operations Director

Qualifications

  • Been with the practice over 10 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 12 years experience in the Financial Services industry
  • Over 2 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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Philip "Levi" Turner

Philip "Levi" Turner

Client Concierge

Qualifications

  • New to the practice
  • Clemson University, B.S. - 2022

Roles & Responsibilities

  • Client Experience
  • Business Processing - Level 1
  • Online and Print Media Marketing
  • Event Planning
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Erin Brown

Erin Brown

Financial Planning Specialist

Qualifications

  • Over 5 years 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 5 years experience in the Financial Services industry
  • Been with the practice over 2 years
  • 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 portfolio rebalance reports
  • Preparing investment deliverables
  • Executing trades
  • Moving cash at clients' request
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