Caroline Whittaker Huggins
Caroline W. Huggins (“Callie”) is a wealth planner with McGill Advisors, a division of CI Brightworth. She is based in Charlotte, N.C.
Callie works closely with the firm’s partners and wealth advisers to develop financial plans for professionals and corporate executives seeking to grow and maintain their wealth.
Prior to joining the firm, she received a master’s degree in financial planning in 2020 from the University of Georgia (UGA) and a B.S. in psychology/minor in sports management from UGA in 2019. While earning her master’s, she was an active volunteer at the Aspire Clinic, a UGA sponsored community service that provides counseling and empowerment to individuals couples, and families seeking to improve their personal finances.
Born and raised in Augusta, Ga., Callie has a passion for competitive volleyball and instilling the gifts of success through teamwork, concern for others and self-confidence in the young women she coaches.
Latest articles by Caroline Whittaker Huggins
4 Ways to Avoid Post-COVID-19 Spending Guilt
Coronavirus and Your Money I recently spent money on a Mexican vacation. It’s time to get out again, but returning to a more normal lifestyle doesn’t mean dropping our healthy savings habits.
Are You Going to Run Out of Money in Retirement?
retirement planning A portfolio stress test can help give you some peace of mind about that … but if you’re not careful, it could give you a false sense of security. To get results you can trust, make sure the parameters you’re using are realistic.
By Andrew Kobylski • Published