Mallory Hunt

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Portfolio Administrator

 

Mallory Hunt is a Portfolio Administrator, Investment Representative (RJFS) at Center for Financial Planning, Inc.® She joined The Center in 2020 working with different departments on special projects for the firm before transitioning to The Center’s Investment Department in 2021. She previously worked as a Private Client Investment Associate for a large banking firm and has been in the financial services industry since 2011. She holds her Series 7, 63 and 65 Securities Licenses along with her Life, Accident & Health and Variable Annuities licenses.

Mallory lives in Clarkston with her husband, Jason, their three kids, Rylee, Nixon & Lennon, and their dog, Nash. In her free time, she enjoys spending time with her family, traveling, reading, music and food; all the food.

EDUCATION

  • Bachelor of Science, Finance, Oakland University

LICENSING & CERTIFICATIONS

  • Series 7, Series 63 and Series 65 Securities Licenses

  • Life, Accident & Health Insurance Licenses

  • Variable Annuities License