Advisor at Schwab wealth Advisory, inc.
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Credentials
Series 63, Series 65, Series 66
Firm
Schwab wealth Advisory, inc.
Location
Casco, MI 94105-1901
Schwab Wealth Advisory, Inc.
2025 - Present (1 year)
Charles Schwab & co., Inc.
2022 - Present (4 years)
Ameriprise Financial Services (Ferhadson & Associates)
2021 - 2022 (1 year)
FIDELITY INVESTMENTS
2021 - 2021 (1 year)
UnEmployed
2018 - 2021 (3 years)
LYFT
2017 - 2017 (1 year)
USAA Group
2005 - 2018 (13 years)
Series 66
Cadillac, MI
Edward Jones
CFP®, Series 66
Cadillac, MI
Edward Jones
Series 66
Cadillac, MI
Merrill
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.
Series 65, Series 66
Manton, MI
State Farm Investment Management Corp.
Series 63, Series 66
Cadillac, MI
Centaurus Financial, Inc.
Series 63, Series 65
Cadillac, MI
Centaurus Financial, Inc.
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