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Michelle Huffman Email & Phone Number
Vice President, CPFA®, AIF®, CRPC®
at
Ledyard Wealth Management
LinkedIn matched
✓ Verified Jul 2026
3 data sources
Profile completeness 86%
Current company
Role
Vice President, CPFA®, AIF®, CRPC®
Location
Greater Boston, United States
Company size
Who is Michelle Huffman? Overview
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Quick answer
Michelle Huffman is listed as Vice President, CPFA®, AIF®, CRPC® at Ledyard Wealth Management, a with 57 employees, based in Greater Boston, United States. AeroLeads shows a matched LinkedIn profile for Michelle Huffman.
Michelle Huffman previously worked as Financial Advisor, CPFA®, AIF®, CRPC® at Benoit Financial Planners at Cambridge Investment Research, Inc. and Financial Advisor, CRPC®, AIF® at Benoit Financial Planners at Cambridge Investment Research, Inc.. Michelle Huffman holds Financial And Actuarial Mathematics from Trinity University.
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Ledyard Wealth Management
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Profile bio
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.
Current workplace
Michelle Huffman's current company
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Ledyard Wealth Management
6 roles
Michelle Huffman work experience
A career timeline built from the work history available for this profile.
Financial Advisor, Cpfa®, Aif®, Crpc® At Benoit Financial Planners
Financial Advisor, Crpc®, Aif® At Benoit Financial Planners
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.
Tax Specialist, Tax Reporting & Compliance
Training, writing company procedures and supporting tax inquiries related to variable, life and LTC insurance policies.
Nov 2011 - Mar 2013
Executive Equity Compensation Plans
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.
May 2005 - Jul 2010
Financial Services Professional
Retail Account Opening/Support - new/existing clientsAsset RetentionMutual Fund TradingEquity TradingFixed Income TradingEquity Option TradingSeries 7 MentorSeries 63 MentorTeam LeaderSales Campaign Leader
Mar 2000 - May 2005
Team & coworkers
Colleagues at Ledyard Wealth Management
Other employees you can reach at ledyardfinancialadvisors.com. View company contacts for 57 employees →
GB
Gail Broughton
Colleague at Ledyard Wealth ManagementNorwich, Vermont, United States
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TH
Tom Hudson
Colleague at Ledyard Wealth ManagementSuffolk County, Massachusetts, United States
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AS
Alexis Swain
Colleague at Ledyard Wealth ManagementEnfield, New Hampshire, United States
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NB
Nicolaas Bekker
Colleague at Ledyard Wealth ManagementNorwich, Vermont, United States
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EF
Ela Feaster
Colleague at Ledyard Wealth ManagementConcord, New Hampshire, United States
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JM
Jon Molesworth
Colleague at Ledyard Wealth ManagementWest Fairlee, Vermont, United States
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MH
Max Hagan
Colleague at Ledyard Wealth ManagementHanover, New Hampshire, United States
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CC
Cotton Cleveland
Colleague at Ledyard Wealth ManagementNew London, New Hampshire, United States
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SS
Sarah Stevens Salo
Colleague at Ledyard Wealth ManagementHanover, New Hampshire, United States
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TM
Tammy Martel
Colleague at Ledyard Wealth ManagementHanover, New Hampshire, United States
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Gail Broughton
Colleague at Ledyard Wealth ManagementNorwich, Vermont, United States
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TH
Tom Hudson
Colleague at Ledyard Wealth ManagementSuffolk County, Massachusetts, United States
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AS
Alexis Swain
Colleague at Ledyard Wealth ManagementEnfield, New Hampshire, United States
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NB
Nicolaas Bekker
Colleague at Ledyard Wealth ManagementNorwich, Vermont, United States
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EF
Ela Feaster
Colleague at Ledyard Wealth ManagementConcord, New Hampshire, United States
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JM
Jon Molesworth
Colleague at Ledyard Wealth ManagementWest Fairlee, Vermont, United States
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MH
Max Hagan
Colleague at Ledyard Wealth ManagementHanover, New Hampshire, United States
View →
CC
Cotton Cleveland
Colleague at Ledyard Wealth ManagementNew London, New Hampshire, United States
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SS
Sarah Stevens Salo
Colleague at Ledyard Wealth ManagementHanover, New Hampshire, United States
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TM
Tammy Martel
Colleague at Ledyard Wealth ManagementHanover, New Hampshire, United States
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2 education records
Michelle Huffman education
Financial And Actuarial Mathematics
Finance, Accounting & Real Estate
FAQ
Frequently asked questions about Michelle Huffman
Quick answers generated from the profile data available on this page.
What company does Michelle Huffman work for?
Michelle Huffman works for Ledyard Wealth Management.
What is Michelle Huffman's role at Ledyard Wealth Management?
Michelle Huffman is listed as Vice President, CPFA®, AIF®, CRPC® at Ledyard Wealth Management.
Where is Michelle Huffman based?
Michelle Huffman is based in Greater Boston, United States while working with Ledyard Wealth Management.
What companies has Michelle Huffman worked for?
Michelle Huffman has worked for Ledyard Wealth Management, Cambridge Investment Research, Inc., Lincoln Financial Group, and Fidelity Investments.
Who are Michelle Huffman's colleagues at Ledyard Wealth Management?
Michelle Huffman's colleagues at Ledyard Wealth Management include Gail Broughton, Tom Hudson, Alexis Swain, Nicolaas Bekker, and Ela Feaster.
How can I contact Michelle Huffman?
You can use AeroLeads to view verified contact signals for Michelle Huffman at Ledyard Wealth Management, including work email, phone, and LinkedIn data when available.
What schools did Michelle Huffman attend?
Michelle Huffman holds Financial And Actuarial Mathematics from Trinity University.
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