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William M

CFP®, Series 63, Series 66

Charlotte, NC

The huntington Investment company

William Miller is a CFP® with 12 years of industry experience, currently serving as a financial advisor at The Huntington Investment Company. He has previously worked at Truist Advisory Services, Truist Investment Services, and Truist Bank/BBT. Outside of his advisory role, he owns a residential rental property managed through an external company. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and brokerage services to individuals, charitable organizations, corporations, and other business entities. The firm offers multiple wrap-fee programs on the Envestnet MAS platform using an open-architecture model, combining third-party sub-managers and proprietary Private Bank models.

ESG / Sustainable investing Active portfolio management Tax-loss harvesting
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Roy B

Series 66

Charlotte, NC

The huntington Investment company

Roy Blakeburn is a financial advisor with The Huntington Investment Company in Charlotte, NC. He holds a Series 66 designation and has four years of industry experience. His prior work includes positions at Ameriprise Financial Services, Wells Fargo Clearing, and Wells Fargo Bank. The Huntington Investment Company, operating as Huntington Financial Advisors, serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm employs an open-architecture investment model incorporating third-party and proprietary strategies across multiple wrap-fee programs.

ESG / Sustainable investing Active portfolio management Tax-loss harvesting
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James S

Series 66

Charlotte, NC

The huntington Investment company

James Stroupe is a Series 66-licensed financial advisor with 16 years of industry experience. He is currently with The Huntington Investment Company and Huntington National Bank, having previously worked at Truist Investment Services, SunTrust Investment Services, and BB&T Bank. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm offers a range of wrap-fee programs using an open-architecture model that combines third-party sub-managers and affiliate private bank models, with portfolio management and custodial services delivered through National Financial Services.

ESG / Sustainable investing Active portfolio management Tax-loss harvesting
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Devon K

Series 66

Charlotte, NC

The huntington Investment company

Devon Killian is a financial advisor with The Huntington Investment Company, holding a Series 66 designation and bringing 18 years of industry experience. He has worked with firms including Raymond James Financial Services and Truist Investment Services. Killian serves as a board member for the American Red Cross in Union County and the Southern Piedmont Region. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and brokerage services to individuals, charitable organizations, corporations, and other business entities. The firm utilizes an open-architecture model that integrates third-party sub-managers and proprietary private bank offerings to deliver a range of managed account strategies.

ESG / Sustainable investing Active portfolio management Tax-loss harvesting
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