Team profile

What you can expect when you work with us

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 us, 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.
Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

Areas of focus

  • Tax Planning Strategies
  • Retirement Planning Strategies
  • Investment Management
  • Charitable Giving
  • Intergenerational Planning
  • Retirement Income Strategies
  • Social Security Retirement Benefits

Awards & recognition

  • Michele Casey Huddleston, Forbes Best-in-State Wealth Advisors, 2020-2022
  • Michele Casey Huddleston, Forbes Best-in-State Women Wealth Advisors, 2022

Community participation

  • Greenville Peace Center supporter - Roger & Michele Huddleston
  • Greenville Humane Society supporter and past board member - Michele Casey Huddleston
  • Greenville Chamber of Commerce member - Huddleston & Associates
  • Volunteer days at Harvest Hope Food Bank in Greenville, SC - Huddleston & Associates team members
  • Upstate Fatherhood Coalition board member and officer - Brandon Leonard
  • ReCraft Creative Reuse Center board member - Brandon Leonard
  • Carolina Ballet Theatre board member - Cathryn Lopez