Barbara Huffman

Background

About Barbara Huffman

I began my financial services career in 1981 with First Union, predecessor firm of Wachovia, now Wells Fargo Advisors, in the corporate and commercial lending area. After rising to the level of commercial banking manager, then city executive with BB & T, followed by regional president at South Trust, I decided I wanted to pursue a deeper relationship with my clients. As a financial advisor, I help my clients clarify their goals and in turn I develop a realistic investment strategy tailored to both their financial goals and their risk tolerance. I work with high net worth individuals, families, and business owners to provide integrated retirement planning, investment & wealth management, legacy planning, and liability management & services. My value proposition is that I provide objective advice, help clarify the financial noise and jargon, stay focused on the long view, and care about my clients’ well-being. I earned my undergraduate degree from the University of North Carolina at Chapel Hill and hold the CERTIFIED FINANCIAL PLANNER® certification, Series 7, 31, 63 & 66 securities registrations, and Life, Health, and Long Term Care Insurance licenses. When I’m not working, I love to cycle, off road in Charlotte, Rails to Trails in Virginia and West Virginia, and on the road at Caswell Beach and Oak Island. I also travel, garden, and read fiction and various news & business publications. Please visit my website at for information about my practice and the services I provide to my clients. I am currently accepting new clients and appreciate your referrals. This information is intended for use by residents of AL, CO, DC, FL, GA, IN, LA, MA, MD, MT, NC, NJ, NY, OH, PA, SC, TN, TX, VA, and WV Investment and Insurance Products are:* Not Insured by the FDIC or Any Federal Government Agency * Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate * Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social