Callie Huggins, MSFP, CFP® in

Callie Huggins, MSFP, CFP®

Examiner · DISC type cs
Vice President, Relationship Manager at Novare Capital Management
📍 Charlotte, North Carolina, United States

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

Key behavioral and communication insights including interaction style, decision-making tendencies, and motivation drivers to tailor messaging and personalize conversations.

Business priorities, areas of interest, and practical outreach recommendations that can improve conversion quality for this professional.

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Experience
6 Years
Current Role
Vice President, Relationship Manager
Job Level
Senior
Location
Charlotte, North Carolina, United States
Personality Overview

How Callie shows up

Late Adopter
Status Quo Seeker
Unexpressive

They do not like taking risks at all and go for proven options in the end. They are always well-planned and adopt a systematic approach. They are heavily focused on quality and prefer doing things the right way, even if it takes time.

Priorities

Topics Callie cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
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Career

Work history

9-2024
Vice President, Relationship Manager
Novare Capital Management
7-2023 - 9-2024
Associate Wealth Advisor
Corient
7-2020 - 7-2023
Wealth Planner
Corient
6-2019 - 7-2020
Intern
PeachCap Inc.
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
8-2018 - 5-2020
MSFP
University of Georgia Financial Planning
2018 - 2020
Master's degree
University of Georgia
2015 - 2019
Bachelor of Science
University of Georgia - Franklin College of Arts and Sciences
Social presence
in
Behavioral profile

DISC profile (public)

c

Calculativeness (C)

Calculativeness (C) reflects the degree to which a person is likely to be cautious, systematic and analytical. Those scoring high tend to emphasise quality and accuracy.

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