Our Story

Actions Have Consequences…that’s the basis of free market economic theory and the guiding force that drives our investment management process. We recognize that every client is different with unique challenges and circumstances. But we also understand that a disciplined process can help us solve the puzzle that each of our clients brings to us.

Our Commitment

Certainly, investments are a major component of the services we offer. But our process for working with clients goes far beyond your portfolio to encompass other dimensions of your financial life. Specifically, we offer:

• A comprehensive approach designed to create a plan tailored to your needs, wants and desires that serves as a navigational guide to reaching your financial goals.

• Discretionary, fee-based investment management that features a patient, disciplined, value-oriented approach based on the fundamentals designed to meet your specific risk tolerances and return objectives.

• Collaboration and open communication with your tax professional, estate planning attorney and your family to ensure a coordinated financial strategy.

• A passion for helping people make palpable progress toward even their most challenging financial goals.

• A boutique ideology that is backed by the extensive resources of Morgan Stanley, one of the world’s most respected financial services firms.

The Huddleston/Blair Wealth Management Group consists of two experienced Financial Advisors, CFA® Charterholder, Aron Huddleston and David Blair. We invite you to learn more about us and how we can help ease the burden of your financial decision making. Let us use our experience so you can focus on what matters most to you.

CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA® Institute.
Services Include
  • 401(k) Rollovers
  • 529 Plans1
  • Alternative Investments2
  • Annuities3
  • Cash Management4
  • Endowments and Foundations5
  • Estate Planning Strategies6
  • Exchange Traded Funds7
  • Financial Planning8
  • Lending Products
  • Life Insurance9
  • Long Term Care Insurance10
  • Philanthropic Services
  • Planning for Education Funding11
  • Professional Portfolio Management12
  • Retirement Planning13
  • Sustainable Investing14
  • Trust Accounts15
  • Wealth Management16
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

Working With You

A Disciplined Process

No two clients are alike. Some come to us with only a vague idea of their financial objectives. Others are more definitive but lacking a strategy to get where they hope to go. Still others arrive at our office with spreadsheets detailing various aspects of their finances that may or may not have any bearing on whether they’ll reach their ultimate goals.

In short, every client is a bit like a complex puzzle. It’s our job to put the pieces together with the following goals-based process:
  • 1. Identifying What’s Really Important to You
    Our initial discussions focus on what you want for yourself and your family. Can you articulate what you want your retirement to look like, for example, and when you would like it to begin? What about the legacy you hope to leave someday? We identify the goals that are most important to you and what steps you’ve taken to pursue them.
  • 2. Projecting How Much It Will Cost
    Have you made an attempt to assign a price to your various objectives? Do you have any idea how much income you will have to generate to achieve your retirement dreams, for example, or what college for your kids will cost when they graduate from high school? We work closely with you to develop realistic cost estimates for the goals most important to you.
  • 3. Assessing Your Resources
    How much have you saved for retirement and other objectives? How much income will you be able to generate from your assets and what other sources of income and assets might be available to you in the future? Social Security? A pension? An inheritance? We help you quantify the resources from which you're hoping to fund your goal and determine whether you're on track to reaching it.
  • 4. Identifying Gaps and Possible Ways To Fill Them
    If there’s a gap between your expected resources and goals to which you aspire, how will you fill it? Spend less? Save more? Reposition your investments? If there’s a surplus, congratulations. But even then, we might stress-test various strategies to determine what would happen to that surplus if the market were to decline, inflation were to rise or someone in your family were to require long-term care.
  • 5. Ongoing Evaluation
    Are you proceeding as anticipated toward the goals we identified or is an adjustment required? We monitor your progress on an ongoing basis and may alter our strategies to accommodate changing circumstances in your life or trends in the financial markets.

Implementing Your Plan with a Customized Investment Strategy

Aron Huddleston and Dave Blair, the team’s principals, are Morgan Stanley-credentialed Portfolio Managers. That means they have met rigorous standards the firm imposes on Financial Advisors seeking to provide their clients with discretionary investment management. In addition, Aron has earned the prestigious Chartered Financial Analyst™ (CFA®) designation. The CFA® charter, one of the most respected and recognized investment credential in the world, represents a tradition of upholding the highest standards of education and integrity in the investment profession. The charter is recognized globally by employers, investment professionals and investors as the definitive standard by which to measure the competence, integrity and dedication of serious investment professionals.

Aron and Dave have developed several proprietary portfolio strategies based on risk that are allocated primarily among mutual funds, exchange-traded funds and alternative investments. To implement these strategies, they take advantage of Morgan Stanley’s extensive investment advisory capabilities and identify carefully researched third-party investment managers with a history of strong performance and organizational excellence. If warranted, your strategy may also include individual stocks and bonds.

A Delicate Balance

Safety is not the preservation of principal. Rather, it is the preservation of buying power. Inflation, even at today’s low rates, can erode your ability to purchase goods over time, if your investments don’t perform adequately.

For example, take a look at the average cost of the following over the past 60 years in the graphic up above.

Many investors fail to be aggressive enough because they do not want to lose any of the assets they’ve worked a lifetime to accumulate. At the same time, however, an overly aggressive investment approach can backfire if the market declines over an extended period of time, especially during your early years of retirement when you may be withdrawing assets to help meet expenses.

We work closely with you to find the right balance and develop strategies designed to preserve your future purchasing power. Your strategies will be a function of who you are, where you are financially, what you want to accomplish, your timeframe for reaching your various goals and, of course, your tolerance for risk.


The individuals mentioned as the Portfolio Management Team are Financial Advisors with Morgan Stanley participating in the Morgan Stanley Portfolio Management program. The Portfolio Management program is an investment advisory program in which the client’s Financial Advisor invests the client’s assets on a discretionary basis in a range of securities. The Portfolio Management program is described in the applicable Morgan Stanley ADV Part 2, available at www.morganstanley.com/ADV or from your Financial Advisor.

Holdings are subject to change daily, so any securities discussed in this material may or may not be included in your account if you invest in this investment strategy. Past performance of any security is not a guarantee of future performance. There is no guarantee that this investment strategy will work under all market conditions. Do not assume that any holdings mentioned were, or will be, profitable.

    Location

    13625 California St
    Ste 400
    Omaha, NE 68154
    US
    Direct:
    (402) 399-6192(402) 399-6192
    Toll-Free:
    (800) 228-3309(800) 228-3309
    Fax:
    (402) 399-6336(402) 399-6336

    Meet The Huddleston/Blair Wealth Management Group

    About Me

    Aron has been a member of the financial services industry since 2001. As a Financial Advisor with Morgan Stanley, he offers a full suite of financial planning and investment services to individual clients, institutions, foundations and endowments.

    As a Senior Portfolio Management Director, Aron brings his passion for investment research and robust process for identifying and selecting purchase candidates to The Huddleston/Blair Wealth Management Group at Morgan Stanley.  He has developed a number of portfolio models to match various client risk tolerances and implements those models with carefully researched mutual funds and exchange traded funds.  Aron holds the Chartered Financial Analyst® (CFA) designation and is known in the community for his investment acumen.  He has been interviewed by national media outlets and appeared as a guest on various local news stations.  In addition, Aron recently joined a select group of fewer than 4% of Morgan Stanley Advisors who have completed the firm’s rigorous Family Wealth Director (FWD) certification program.*  The program includes rigorous training that enables him to offer access to the advanced resources needed to help affluent families address the complex, multigenerational challenges of managing significant wealth.

    A graduate of Nebraska Wesleyan University in Lincoln where he earned a BS in Business Administration with a minor in Mathematics, Aron received a Master of Investment Management and Financial Analysis from Creighton University’s Heider College of Business, where he has recently spent time as an adjunct instructor.  Aron resides in the Omaha area with his wife Ann and their two children.  He enjoys hunting, fishing, watching sports and relaxing with his family and friends.  

    CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA® Institute.

    * as of September 2018.
    Securities Agent: NE, WY, WI, WA, VA, UT, TX, SD, PR, PA, OR, OK, NY, NV, NJ, ND, NC, MO, MN, MI, MD, MA, KY, KS, IN, IL, ID, IA, HI, GA, FL, DC, CO, CA, AZ, AK; General Securities Representative; Investment Advisor Representative
    NMLS#: 1514388

    About Me

    Dave has over 40 years of experience in the financial services industry and fulfilled a lifelong dream becoming a financial advisor in 2006.  As a Financial Advisor with Morgan Stanley, he offers a full suite of financial planning and investment services to individual clients, institutions, foundations and endowments.  He relishes the opportunity to educate clients about not only investment trends, but such wealth management issues as planning for retirement, estate planning, and managing personal finances.

    A graduate of Northwest Missouri State University with a B.S. in Finance and a minor in Economics, Dave earned an Executive MBA at University of Nebraska at Omaha.  He has taught as an adjunct instructor at both UNO and Creighton University and has been sought for his financial views by such respected media outlets as KFAB Radio’s Good Morning and Afternoon shows[i], and local print media.  In addition, Dave recently attained Morgan Stanley’s Family Wealth Advisor designation.*  The program incudes training and advanced resources needed to help families across generations by providing strategic guidance and wealth management strategies that put families – and their collective values and goals – first. 

    Dave has given back to the Omaha community where he has lived for more than 40 years.  Dave is active in The West O Chamber of Commerce, his church and served as an advisor to the Executive MBA program at UNO.  Dave currently is a member of the Advisory Board for the Department of Finance, Banking and Real Estate at UNO.  Dave enjoys golf, reading, watching sports, and he and his wife of over 40 years, Sue, enjoy spending time with their two grown children and grandchildren. 

    *  As of August 2018
    [i] KFAB, Crash Davis Show interview Aug. 9, 2015; KFAB Morning Show interview June 27, 2014
    Securities Agent: NE, WY, WI, WA, VA, TX, SD, PR, PA, OK, NY, NV, NJ, NC, MO, MN, MI, MD, KY, KS, IN, IL, ID, IA, HI, GA, FL, DC, CO, CA, AZ, AK; General Securities Representative; Investment Advisor Representative
    NMLS#: 1494475

    About Me

    Nick began his career in the financial services industry in 2016. As a Financial Advisor with Morgan Stanley, he offers a full suite of financial planning and investment services to individual clients, institutions, foundations and endowments. Nick is also a Financial Planning Specialist (FPS) who assists clients with the process of goal discovery, followed by constructing and maintaining their comprehensive, personalized wealth plan.

    At Creighton University’s Heider College of Business, Nick earned a BSBA in Financial Planning & Management and a graduate certificate in Financial Psychology & Behavioral Finance. Nick resides in the Omaha area and enjoys spending time with his fiancée. Nick also enjoys spending time outdoors, watching Creighton Basketball, watching the Buffalo Bills, and cooking.
    Securities Agent: TX, NE, WY, WI, WA, VA, UT, SD, PR, PA, OK, NY, NV, NJ, ND, NC, MO, MN, MI, MD, MA, KY, KS, IN, IL, ID, IA, HI, GA, FL, DC, CO, CA, AZ, AK; General Securities Representative; Investment Advisor Representative
    NMLS#: 1789391

    About Me

    Christina joined The Huddleston/Blair Wealth Management Group in 2016 and possesses 12 years of experience in the financial industry.  Christina has a true passion for helping others and provides our clients the utmost customer care.

    Christina’s financial background has consistently been focused on servicing clients in all facets of the industry including Clearing Operations, Retail and Wealth Management.  She received her Bachelor’s degree in Management from Bellevue University.

    In her spare time, she enjoys spending time with her husband and two daughters, adventuring outdoors as much as possible and giving back to her community by volunteering with a wide range of groups and charities.  Cooking, reading and traveling are just a few of her passions.

    About Me

    Cathleen joined the Huddleston/Blair Wealth Management Group in October 2017.  

    She has almost 14 years of industry experience encompassing an array of knowledge in brokerage operations.  Her past leadership roles have allowed her to prioritize her focus on engaging with clients, understanding their needs and providing resolutions.  She is excited to be part of the team! 

    She is a proud daughter of a retired Military service member which provides a fun fact; Cathleen was born in Germany.  She landed at Offutt AFB in 2001 and now calls Omaha home.  In her spare time she enjoys spending time with her husband Paul and their dog Riley, cooking from scratch, being crafty and keeping in touch with family and friends all over the globe.

    Investment and Market Perspectives

    On the Markets

    Insights and Outcomes

    Thought Leadership for our ultra high net worth clients, which contains thought-provoking articles, authored by leading experts from Morgan Stanley Family Office Resources.
    Art as An Asset
    CRC 2274738 01/19

    Art as An Asset

    Art may play a significant role in the context of a collector's overall wealth. Generally, a collector may differentiate financial assets, including stocks, bonds and real estate, from other possessions, such as art.

    Investing

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    • Wealth Planning
    • Traditional Investments
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    • Impact Investing
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    Retirement

    Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
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    • IRA Plans
    • Retirement Income Strategies
    • Retirement Plan Participants
    • Annuities
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    Ready to start a conversation? Contact The Huddleston/Blair Wealth Management Group today.
    Market Information Delayed 20 Minutes
    1Investors should consider many factors before deciding which 529 plan is appropriate. Some of these factors include: the Plan’s investment options and the historical investment performance of these options, the Plan’s flexibility and features, the reputation and expertise of the Plan’s investment manager, Plan contribution limits and the federal and state tax benefits associated with an investment in the Plan. Some states, for example, offer favorable tax treatment and other benefits to their residents only if they invest in the state’s own Qualified Tuition Program. Investors should determine their home state’s tax treatment of 529 plans when considering whether to choose an in-state or out-of-state plan. Investors should consult with their tax or legal advisor before investing in any 529 Plan or contact their state tax division for more information. Morgan Stanley Smith Barney LLC does not provide tax and/or legal advice. Investors should review a Program Disclosure Statement, which contains more information on investment options, risk factors, fees and expenses and possible tax consequences.

    2Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are suitable only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.

    3Annuities are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

    4Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.

    Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY

    5Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.

    6Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.

    7An investment in an exchange-traded fund involves risks similar to those of investing in a broadly based portfolio of equity securities traded on exchange in the relevant securities market, such as market fluctuations caused by such factors as economic and political developments, changes in interest rates and perceived trends in stock prices. The investment return and principal value of ETF investments will fluctuate, so that an investor's ETF shares, if or when sold, may be worth more or less than the original cost.

    8Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences.

    9Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

    10Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

    11Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

    12Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be suitable for you. Please see the Morgan Stanley Smith Barney LLC program disclosure brochure (the “Morgan Stanley ADV”) for more information in the investment advisory programs available. The Morgan Stanley ADV is available at www.morganstanley.com/ADV.

    13Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

    14The returns on a portfolio consisting primarily of Environmental, Social and Governance (“ESG”) aware investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because ESG criteria exclude some investments, investors may not be able to take advantage of the same opportunities or market trends as investors that do not use such criteria.

    15Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.

    16Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

    The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.

    Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link: https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.

    The securities/instruments, services, investments and investment strategies discussed in this material may not be suitable for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.

    Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.

    The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.

    *References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.


    CRC 2019752 10/2018