Michelle Huffman Email and Phone Number
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.
Ledyard Wealth Management
View- Website:
- ledyardfinancialadvisors.com
- Employees:
- 57
-
Vice President, Cpfa®, Aif®, Crpc®Ledyard Wealth ManagementBoston, Ma, Us -
Financial Advisor, Cpfa®, Aif®, Crpc® At Benoit Financial PlannersCambridge Investment Research, Inc.Boston, Ma, Us -
Financial Advisor, Crpc®, Aif® At Benoit Financial PlannersCambridge Investment Research, Inc. Mar 2013 - PresentConcord, New Hampshire, United StatesBranch 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. -
Tax Specialist, Tax Reporting & ComplianceLincoln Financial Group Nov 2011 - Mar 2013Concord, New Hampshire, United StatesTraining, writing company procedures and supporting tax inquiries related to variable, life and LTC insurance policies. -
Executive Equity Compensation PlansFidelity Investments May 2005 - Jul 2010Merrimack, New Hampshire, United StatesPlan & 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. -
Financial Services ProfessionalFidelity Investments Mar 2000 - May 2005Merrimack, New Hampshire, United StatesRetail 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
-
Financial And Actuarial Mathematics -
Finance, Accounting & Real Estate
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.
Not the Michelle Huffman you were looking for?
-
Michelle Huffman
Greater Milwaukee -
1hcw.us
-
3igov.com, kforcegov.com, cri4results.com
2 +170340XXXXX
-
Michelle Huffman
Lead Customer Success Manager @ Bmc Software | Customer Success, Ade SolutionsAustin, Texas Metropolitan Area2vmware.com, dell.com -
3dfsco.com, dfsco.com, dfinsolutions.com
Free Chrome Extension
Find emails, phones & company data instantly
Aero Online
Your AI prospecting assistant
Select data to include:
0 records × $0.02 per record
Download 750 million emails and 100 million phone numbers
Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.
Start your free trial