Michelle Huffman

Michelle Huffman Email and Phone Number

Vice President, CPFA®, AIF®, CRPC® @ Ledyard Wealth Management
Boston, MA, US
Michelle Huffman's Location
Greater Boston, United States
About Michelle Huffman

Let’s plan and build the future you want for you and your family.I work with both individual investors and small company retirement plans offering guidance, investment solutions and education. If your company is currently seeking an advisor for your retirement plan, or you are looking for guidance as to the right plan design for your company, please contact me.I enjoy working with client’s nearing retirement to conduct a retirement readiness analysis to create a personalized plan where we look at your financial picture at various retirement ages, identify income gaps and propose solutions.Going through a life change? Marriage, divorce or loss of a loved one? I can work with you to analyze your new financial situation and help you navigate this change.I am passionate about helping young professionals navigate the world of insurance and investing and assist with choosing appropriate products to meet their personal goals. Experienced Investment Advisor, CRPC®, AIF® with a demonstrated history of working in the financial services industry.Important disclosures can be found here; www.benoitfp.comContent provided via links to third party sites should not be considered an endorsement of third party content. We make no representation as to the completeness or accuracy of information provided at these websites.

Michelle Huffman's Current Company Details
Ledyard Wealth Management

Ledyard Wealth Management

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Vice President, CPFA®, AIF®, CRPC®
Boston, MA, US
Employees:
57
Michelle Huffman Work Experience Details
  • Ledyard Wealth Management
    Vice President, Cpfa®, Aif®, Crpc®
    Ledyard Wealth Management
    Boston, Ma, Us
  • Cambridge Investment Research, Inc.
    Financial Advisor, Cpfa®, Aif®, Crpc® At Benoit Financial Planners
    Cambridge Investment Research, Inc.
    Boston, Ma, Us
  • Cambridge Investment Research, Inc.
    Financial Advisor, Crpc®, Aif® At Benoit Financial Planners
    Cambridge Investment Research, Inc. Mar 2013 - Present
    Concord, New Hampshire, United States
    Branch Office: 19 Chenell Drive, Suite 1A, Concord, NH 03301. Securities offered through Cambridge Investment Research, Inc. a broker-dealer, member FINRA/SIPC. Advisory Services offered through Cambridge Investment Research Advisors, Inc., a registered investment advisor. Cambridge and Benoit FInancial Planners are not affiliated.
  • Lincoln Financial Group
    Tax Specialist, Tax Reporting & Compliance
    Lincoln Financial Group Nov 2011 - Mar 2013
    Concord, New Hampshire, United States
    Training, writing company procedures and supporting tax inquiries related to variable, life and LTC insurance policies.
  • Fidelity Investments
    Executive Equity Compensation Plans
    Fidelity Investments May 2005 - Jul 2010
    Merrimack, New Hampshire, United States
    Plan & product education for officers of publicly traded companies. Primarily control and restricted stock owners with limited trading windows annually. Form 4 filing, trade approvals and implementing 10b5-1 trading plans. Large block trades, stock swaps, exercising stock options, restricted stock awards and deferred compensation plans.
  • Fidelity Investments
    Financial Services Professional
    Fidelity Investments Mar 2000 - May 2005
    Merrimack, New Hampshire, United States
    Retail Account Opening/Support - new/existing clientsAsset RetentionMutual Fund TradingEquity TradingFixed Income TradingEquity Option TradingSeries 7 MentorSeries 63 MentorTeam LeaderSales Campaign Leader

Michelle Huffman Education Details

Frequently Asked Questions about Michelle Huffman

What company does Michelle Huffman work for?

Michelle Huffman works for Ledyard Wealth Management

What is Michelle Huffman's role at the current company?

Michelle Huffman's current role is Vice President, CPFA®, AIF®, CRPC®.

What schools did Michelle Huffman attend?

Michelle Huffman attended Trinity University, University Of Southern Maine.

Who are Michelle Huffman's colleagues?

Michelle Huffman's colleagues are Jamie L. Sarracco, Alexis Swain, Gail Broughton, Leo Goyette, Ryan Sargent, Deanna Wilson, Cfp®, Ctfa, Max Hagan.

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