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Andrew B

CFP®, Series 66

Midland, MI

The huntington Investment company

Andrew Boerma is a CFP® with one year of industry experience, currently advising at The Huntington Investment Company. His prior roles include positions at SYM Financial Advisors, Benjamin F. Edwards, Isabella Community Credit Union, and earlier experience in non-financial sectors such as Enterprise Rent-A-Car and Dick’s Sporting Goods. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm employs an open-architecture investment model, offering a range of wrap-fee programs that combine third-party and proprietary portfolio management strategies.

ESG / Sustainable investing Active portfolio management Tax-loss harvesting
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Steven R

CFP®, Series 63, Series 65

Midland, MI

The huntington Investment company

Steven Ringgold is a CFP® with 18 years of industry experience currently serving as a financial advisor at The Huntington Investment Company. His prior work includes roles at Ameriprise Financial Services, LLC and TCF National Bank, among others. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and brokerage services to individuals, charitable organizations, corporations, and other entities. The firm offers multiple wrap-fee programs through an open-architecture model that incorporates third-party sub-managers and proprietary Private Bank strategies.

ESG / Sustainable investing Active portfolio management Tax-loss harvesting
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Hailey P

Series 66

Midland, MI

The huntington Investment company

Hailey Pullano is a financial advisor with The Huntington Investment Company in Midland, MI. She holds a Series 66 designation and has four years of industry experience. Her work history includes roles at Ameriprise Financial Services, Wells Fargo, and Superior National 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 offers multiple wrap-fee programs using an open-architecture model that combines third-party sub-managers and proprietary Private Bank models, with portfolio management and custodial services provided through National Financial Services.

ESG / Sustainable investing Active portfolio management Tax-loss harvesting
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