David Huff
Senior Wealth Advisor at Providence Capital Advisors
- Role
- Senior Wealth Advisor at Providence Capital Advisors, Llc
- Location
- Charlotte, NC, US
- LinkedIn followers
- 500 followers
About David Huff
David is a Senior Wealth Advisor at Providence Capital Advisors. In his role, David works to fully understand client goals and then offers strategic financial guidance in developing comprehensive and customized plans. His areas of expertise include portfolio construction, risk management, strategic tax and income tax planning, retirement planning, education and estate planning.
Experience
Senior Wealth Advisor
Providence Capital Advisors, Llc
Oct 2023 — Present · Charlotte, NC, US
Education
University of North Carolina at Chapel Hill
Master of Business Administration - MBA
2017 — 2019
University of Notre Dame - Mendoza College of Business
Bachelor of Business Administration (BBA)
2007 — 2011
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