Steven Huskey

Steven Huskey

Financial Advisor & Certified Exit Planner | Empowering Physicians, Dentists, and Entrepreneurs to S...
Charleston, South Carolina, United States

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Work Experience

Huskey Financial

Owner / Financial Advisor

2020-05-01 - Present

Bluewater Dental Advisors

Co-Owner / Financial Advisor

2022-04-01 - Present

Consolidated Planning, Inc.

Financial Advisor / Certified Exit Planner

2019-11-01 - Present

Portfolio Pulse: The Money Podcast For Medical Professionals & Entrepreneurs

Podcast Host

2021-03-01 - Present

Carolina Capital Management

Financial Advisor

2019-03-01 - 2019-10-01

Wells Fargo Private Bank

Regional Bank Private Banker (Premier Banker)

2016-07-01 - 2019-02-01

Wells Fargo

Branch Manager

2010-10-01 - 2016-07-01

Skills

small business planning financial advisor investments financial planning wealth management retirement planning financial education financial consulting life insurance goaloriented planning debt management save money disability insurance tax efficient strategy 401 management reduce costs macro advisor cash flow management college planning group benefits

Languages

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