Ledyard Wealth Management is pleased to announce that Michelle Huffman has joined the firm as a Wealth Advisor, bringing more than 25 years of experience in comprehensive financial planning and retirement plan consulting.
Michelle has built her career advising individuals, families, and plan sponsors, with a particular focus on retirement plan strategy, plan governance support, and long‑term planning. She holds the CPFA® (Certified Plan Fiduciary Advisor) and AIF® (Accredited Investment Fiduciary) designations, along with FINRA Series 7, 63, and 65 registrations. Prior to joining Ledyard Wealth Management, Michelle spent more than a decade with Cambridge Investment Research, supporting clients through financial planning and investment research. Her earlier experience includes leadership roles at Lincoln Financial Group and a decade at Fidelity Investments, where she supported executive equity compensation programs.
Scott Coulter, Chief Wealth Planning Officer, Ledyard Wealth Management, stated, “We’re delighted to welcome Michelle Huffman to Ledyard Wealth Management. Michelle’s experience — particularly in retirement plan consulting and holistic planning — strengthens our ability to serve businesses, plan sponsors, and families across New England. Her thoughtful approach and depth of experience align well with our client‑first philosophy.”
Michelle is an active member of the Concord Chamber of Commerce and the National Association of Plan Advisors.
Michelle Huffman
Office: 603-276-7233
michelle.huffman@ledyard.bank
Ledyard Wealth Management is a division of Ledyard Bank. Investment and insurance products and services are offered through Osaic Institutions, Inc., Member FINRA/SIPC. Osaic Institutions and the bank/credit union are not affiliated. Products and services made available through Osaic Institutions are not insured by the FDIC/NCUA or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any bank, bank affiliate, credit union, or credit union affiliate. These products are subject to investment risk, including the possible loss of value.
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