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Elizabeth C

Series 66

Columbus, OH

The huntington Investment company

Elizabeth Chakeres is a Series 66-licensed financial advisor with nine years of industry experience. She has worked at The Huntington Investment Company since 2017, following prior roles at PNC Bank and PNC Investments. Outside of her advisory work, she is engaged in jewelry making as an artistic pursuit. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and brokerage services to individuals, charitable organizations, and corporations. The firm offers multiple wrap-fee programs using an open-architecture model that combines third-party and affiliate portfolio management, with services that include discretionary account management, tax and impact overlays, and custodial support.

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

Series 66, Series 63

Columbus, OH

The huntington Investment company

Emma Shackleford is a financial advisor with The Huntington Investment Company in Columbus, OH, holding Series 66 and Series 63 credentials and two years of industry experience. Her career includes roles at The Huntington Investment Company, Huntington National Bank, Amazon, Ohio University, Lakehouse Inn and Winery, and Pymatuning Valley Local Schools. 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 investment model that combines third-party and affiliate-managed strategies, offering multiple wrap-fee programs on the Envestnet MAS platform.

ESG / Sustainable investing Active portfolio management Tax-loss harvesting
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Emma C

Series 66, Series 63

Columbus, OH

The huntington Investment company

Emma Cram is a financial advisor with The Huntington Investment Company in Columbus, OH, holding Series 66 and Series 63 licenses and four years of industry experience. She has worked extensively within Huntington’s various affiliate entities since 2018, including Huntington National Bank and The Huntington Investment Company, and has prior experience at Amway, Skyline Chili, and Red Robin. 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 through an open-architecture model that integrates third-party sub-managers and proprietary Private Bank portfolios, with advisory arrangements primarily structured as percentage-of-assets wrap fees.

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

Series 66

Columbus, OH

The huntington Investment company

David Bazzoli is a financial advisor with The Huntington Investment Company in Columbus, OH. He holds the Series 66 designation and has 19 years of industry experience. Prior to his current tenure at Huntington, he worked at Morgan Stanley Smith Barney LLC from 2016 to 2017. 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 uses an open-architecture model incorporating third-party sub-managers and proprietary Private Bank models, offering multiple wrap-fee programs on the Envestnet MAS platform.

ESG / Sustainable investing Active portfolio management Tax-loss harvesting
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Jeffrey M

Series 66

Columbus, OH

The huntington Investment company

Jeffrey Mcguire is a financial advisor with The Huntington Investment Company, holding a Series 66 designation and 19 years of industry experience. He previously worked at Nationwide and Nationwide Securities LLC for 15 and 14 years respectively. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm offers multiple wrap-fee programs using an open-architecture model that incorporates third-party sub-managers, proprietary Private Bank models, and Envestnet overlay services.

ESG / Sustainable investing Active portfolio management Tax-loss harvesting
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