Contact Information

Background

Robert Huddleston is a Senior Wealth Advisor specializing in financial planning and investment strategy. His goal at HUB Investment Partners is to build strong relationships with clients and help them achieve their financial goals through thoughtful, personalized advice.

With over 20 years of experience in financial services, Robert brings a deep understanding of wealth management and client engagement. He spent nine years at Fidelity Investments, beginning in service and trading at the Cincinnati call center before transitioning to the Private Client Group (HNW) at the Chicago branch. He then spent 14 years at ETRADE and ETRADE from Morgan Stanley, where he served as a Financial Consultant and Senior Financial Consultant, earning the Circle of Excellence sales award 11 times. Most recently, Robert was a Financial Advisor and Associate Vice President at Ameriprise Financial before joining HUB. He holds a degree in Economics from the University of Kentucky.

Outside of work, Robert enjoys coaching youth sports, traveling, and skiing. His passion for fostering growth and development, both personally and professionally, extends to his work with clients, helping them navigate their financial journeys with confidence and success.

Areas of Focus

• Wealth Management 
• Financial Planning  
• Tax Planning and Optimization 
• Estate Planning and Wealth Transfer 
• Investment Management 
• Risk Management 

Investment advisory services offered through HUB Investment Partners LLC, an SEC registered investment advisor. Insurance Services offered through HUB International.

HUB International, owns and operates several other entities which provide various services to employers and individuals across the U.S.
*Some of the services listed above may be provided outside of HUB International and its affiliates.