Thomas W. Huddleston, Jr., CRC®

With a strong educational background in Business Administration, Finance, and Accounting, I am well-equipped to guide clients through the intricate world of financial planning. Holding multiple financial services licenses, including Series 7, 63, 65, 24, along with Life, Health, and Annuity Insurance licenses. Additionally, I am a Certified Retirement Counselor (CRC), a designation that underscores my dedication to delivering expert, comprehensive financial advice. 

As a U.S. Navy Veteran with 14 years of active and reserve service, I bring the principles of discipline and dedication to my role as a Financial Advisor. My experience as a Registered Investment Advisor Representative ensures that I uphold the highest standards in serving my clients' needs.

My approach is centered on understanding each client's unique personal and professional circumstances, enabling me to create comprehensive and tailored financial plans. I provide a broad spectrum of services, including investments, retirement planning, life insurance, health insurance, and annuities.

On a personal note, family is paramount. Married to Beckey for 29 years, we share our lives with our adult son and our rescued American Bulldog, Tug. We enjoy spending our free time golfing, cooking, relaxing at the beach, and attending concerts. I'm excited to bring my experience and dedication to guide you on your financial journey.