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Steven W
Series 66
Dover, OH
The huntington Investment company
Steven Worsham is a financial advisor with The Huntington Investment Company in Dover, OH, holding a Series 66 designation and 22 years of industry experience. He has worked at The Huntington Investment Company since 2008 and was previously with Ameriprise Financial Services, LLC. Outside of his advisory work, he owns and operates an online postage stamp business. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and brokerage services to individuals, high-net-worth clients, charitable organizations, and businesses. The firm employs an open-architecture investment model combining third-party strategies with proprietary Private Bank offerings, delivering services through various wrap-fee programs on the Envestnet MAS platform.
Bradley W
Series 63
Dover, OH
The huntington Investment company
Bradley Wheeler is a financial advisor at The Huntington Investment Company with 26 years of industry experience. He holds a Series 63 designation and has worked previously at Shaker Investments LLC, Earnings Scout LLC, and Cleveland Research Company LLC. 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 employs an open-architecture model that integrates third-party sub-managers and proprietary Private Bank models, offering multiple wrap-fee programs through the Envestnet MAS platform.
Mark M
Series 66
Dover, OH
The huntington Investment company
Mark Molk is a financial advisor with The Huntington Investment Company in Dover, Ohio, holding a Series 66 designation and 22 years of industry experience. He has been with The Huntington Investment Company since 2006 and previously worked at Ameriprise Financial Services, LLC. Outside of his advisory work, Molk serves as a varsity assistant football coach at Dover High School. The Huntington Investment Company 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, affiliate private bank models, and Envestnet overlay services.
Eric T
Series 66
Dover, OH
The huntington Investment company
Eric Tata is a Series 66-licensed financial advisor with 11 years of industry experience, currently with The Huntington Investment Company. His prior experience includes roles at Ameriprise Financial Services, Citizens Securities, and Edward Jones. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other entities through advisory and brokerage services. The firm offers multiple wrap-fee programs using an open-architecture model that combines third-party and affiliate investment strategies, with portfolio management and custodial services provided primarily via National Financial Services.
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