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LeeAnn Huggins, CFP®

Morgan Stanley Smith Barney

225 108th Ave NE
Ste 800
Bellevue, WA 98004
Phone: (425) 455-8000
Fax: (425) 462-0651

Toll-free: (800) 733-6650
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Household Income Minimum: $0
Investable Asset Minimum: $250,000

Specialties
  • Budget & Debt Management
  • Comprehensive Financial Planning
  • Attending College
  • 401(k)/403(b)/IRAs
  • Buying a Home
  • Banking
  • Charitable & Planned Giving
  • Annuities
  • Asset Allocation
  • Career Change
  • Disaster Recovery
  • Estate Planning
  • Investment Management
  • Government & Military
  • Employee Benefits
  • Getting Divorced
  • Mutual Funds
  • Getting Married
  • Job Loss
  • Insurance
  • Real Estate
  • Retirement
  • Stocks & Bonds
  • Life Planning
  • Long-term Care
  • Succession Planning
  • Sudden Wealth
  • Men's Finances
  • Nontraditional Households
  • Special Needs
  • Women's Finances

 

About My Practice

N/A

 

Experience

N/A

 

Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 7, 63, 65
Insurance Licenses
Life insurance: AZ,CO,NH,PA,WA, Health/disability insurance: WA, Fixed annuities: AZ,CO,NH,PA,WA, Variable annuities: AZ,CO,NH,PA,WA
Designations & Certifications
  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - Senior Investment Management Specialist Financial Planning Specialist

 

How Planner Charges

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.