Roxanne Hunter
Advisor at Merrill
Updated today
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About
Roxanne Hunter is a Senior Financial Advisor at Merrill Lynch Wealth Management. She joined the Kulhavi Team in 2013, bringing with her extensive experience from a prior career as Vice President and CFO of a national engineering firm. Roxanne focuses on managing new wealth, personal retirement planning, portfolio management services, small business strategies, women and wealth, and retirement income.
With more than a decade in financial services, Roxanne employs a goals-based approach to wealth management that emphasizes comprehensive and personalized financial strategies. Her expertise encompasses investment, financial, estate, tax minimization, and liability planning tailored to high net worth individuals and families. She holds several professional designations, including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Roxanne earned her bachelor’s degree from Central Michigan University.
Based in Cadillac since 1986, Roxanne lives with her husband, Scott, where they raised their three children. Outside of her professional work, she enjoys boating, golfing, reading, and spending time with her family.
Expertise
Wealth management
Retirement income strategy
General retirement planning
Business ownership considerations
Business exit / sale strategy
Demographic focus
Women Professionals
Work history
Bank Of America, N.a.
2014 - Present (12 years)
Merrill Lynch, PIERCE, FENNER & SMITH INCORPORATED
2013 - Present (13 years)
Kyle H
Series 66
Cadillac, MI
Edward Jones
Neal S
CFP®, Series 66
Cadillac, MI
Edward Jones
Devin G
Series 63, Series 65
Lake City, MI
State Farm Investment Management Corp.
Shelby H
Series 65, Series 66
Manton, MI
State Farm Investment Management Corp.
Carl K
Series 63, Series 66
Cadillac, MI
Centaurus Financial, Inc.
Robert G
Series 63, Series 65
Cadillac, MI
Centaurus Financial, Inc.
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