About Us

As a team of Financial Advisors with over 60 years of combined investment experience, we help our clients manage their finances and investments wisely.  Our goal is to help you establish a personalized investment strategy to meet your need. Whether this includes retirement planning, building wealth, or creating your legacy, we help our clients address their individual needs.
Services Include
  • 401(k) Rollovers
  • Retirement Planning1
  • Wealth Management2
  • Estate Planning Strategies3
  • Annuities4
  • Qualified Retirement Plans5
  • Corporate Retirement Plans6
  • Defined Contribution Plans7
  • Cash Management8
  • Lending Products
  • Planning for Education Funding9
  • Trust Accounts10
  • Wealth Consulting
  • Financial Planning11
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

Working With You

We complete a comprehensive process of getting to know all of our clients on a personal level and understanding each of their individual needs.  We thoroughly believe there is no cookie-cutter investment strategy for everyone. This process enables us to do our very best work for you.  Our goal is to help you manage your wealth wisely and meet your financial goals.  Investing for a secure financial future is a long journey; our plan is to guide you every step of the way.

    Location

    3520 Thomasville Rd
    Ste 100
    Tallahassee, FL 32309
    US
    Direct:
    (850) 422-8736(850) 422-8736
    Toll-Free:
    (800) 755-7149(800) 755-7149

    Meet The Huggins Winders Group

    About Me

    Steve was born and raised in Tallahassee, Florida.  He graduated from the Florida State University College of Business in 1985 and earned his B.S. with a major in Marketing and a minor in Communications.  He promptly accepted a job with Champion Enterprises and traveled the Southeast as a factory representative dealing in recreational vehicles and modular homes.

    In 1988, his stock broker suggested that he might consider pursuing a career in the investment field.  He was hired as an account executive trainee by Morgan Stanley in April, 1988.  He was promoted to Associate Vice President and Assistant Branch Manager in January 1993 and then in January 1994, he was promoted to Vice President; January 1995, First Vice-President; and finally in January 1997, earned the title of Senior Vice President.  

    In addition to earning his Series 7 license to be a securities account executive, along the way, Steve earned his Series 8 license to be a General Securities Supervisor and Registered Options Principal, Series 65 Registered Investment Advisor Representative, Series 3 commodities broker, and Florida, Alabama, Georgia, Kentucky, Missouri, North Carolina, Oregon, and South Carolina state life insurance licenses, and variable annuity licenses.  Although he handles investments of all sorts for all types of clients, his primary focus is retirement planning, assisting with association portfolios, IRA rollovers, and small business retirement plans.  He has conducted seminars and retirement workshops for the employees of some nationally recognized companies, and many banks, credit unions, and civic organizations and clubs.

    Steve is an active member of Celebration Baptist Church, married to Barbara Huggins, and has two boys, Cameron Blair, 23, and Jeremy Daniel (J.D.), 22.
    Securities Agent: TX, FL, WA, VA, TN, SC, PA, OR, OH, NY, NC, MT, MS, MO, MN, MI, MA, LA, KY, KS, IA, GA, CT, CO, CA, AL, AK; Managed Futures; Transactional Futures/Commodities; General Securities Representative; BM/Supervisor; Investment Advisor Representative

    About Me

    Linda is a financial industry veteran with over 27 years of experience.   She has been a Financial Advisor with Morgan Stanley for more than 14 years.  She was previously a Manager at SunTrust Securities, the brokerage of SunTrust Bank, in Tallahassee, Florida.  Prior to moving to Tallahassee, Linda was an Investment Broker with A. G. Edwards in Hannibal, Missouri.  She is NASD Series 7, 26, 63, 66 and Life, Health and Annuity licensed and has earned the Vice President designation.

    While Linda has clients with all types of investment accounts, her main focus is in the retirement planning and IRA rollover area.   

    Linda attended the University of Houston while raising a daughter, Shannon.  She and her husband, Henry, have been residents of Tallahassee for over 19 years.  They are very proud of their daughter, Shannon, for giving them 2 grandchildren, Alex and Savannah.  She and Henry are members of Faith Presbyterian Church and are involved with several not-for-profit organizations in Tallahassee.
    Securities Agent: TX, FL, WA, VA, TN, SC, PA, OR, OH, NY, NC, MT, MS, MO, MN, MI, MA, LA, KY, KS, IA, GA, CT, CO, CA, AL, AK; General Securities Representative; Investment Advisor Representative
    NMLS#: 1285076

    About Me

    Blair was born and raised in Tallahassee, Florida where he went to North Florida Christian School.  He attended Gardner-Webb University in Boiling Springs, North Carolina on an Athletic and Academic scholarship. He graduated from the Gardner-Webb Godbold School of Business with a B.S. in Finance/Economics while also playing 4 years of Division-1 baseball.  He interned with Morgan Stanley for two summers before becoming a Financial Advisor.  

    Blair grew up around the finance industry and thoroughly enjoys helping his clients plan for retirement. Although he handles investments of all sorts for all types of clients, his primary focus is retirement planning, assisting with association portfolios, IRA rollovers, and small business retirement plans.  Blair lives in Tallahassee with his wife, Morghan. He is an avid outdoorsman and attends Celebration Baptist Church.

    Since working for Morgan Stanley, Blair has earned his Series 7, Series 66, Life Insurance, and Variable Annuity licenses.
    Securities Agent: TX, FL, WA, VA, TN, SC, PA, OR, OH, NY, NC, MT, MS, MO, MN, MI, MA, LA, KY, KS, IA, GA, CT, CO, CA, AL, AK; General Securities Representative; Investment Advisor Representative

    About Me

    Erin was born and raised in Palm Harbor, FL. She relocated to Tallahassee in order to attend Florida State University, where she earned a Bachelor of Science degree in Finance.  Erin came onboard to Morgan Stanley in December 2017 as a Registered Service Associate, bringing with her full-time experience from another brokerage firm.  She takes pride in providing clients with an excellent customer service experience and taking care of their needs as quickly and efficiently as possible. 

    Outside of work, Erin can most often be found enjoying the outdoors.  She is an avid runner and loves spending time in the sun or on the water. Erin volunteers with Big Brothers Big Sisters of the Big Bend, where she has been matched with a little sister since December 2017 whom she can’t imagine life without.  Erin is an important component of the Huggins Winders Group, as she provides our clients with their day-to-day service needs and assists the Financial Advisors in running their practice. 

    Erin is a registered Service Associate, and currently holds her Series 7, Series 66, and Life Insurance/Variable Annuity licenses.  
    Investment and Market Perspectives

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    Retirement

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    • IRA Plans
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    • Annuities
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    1Morgan 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.

    2Morgan 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.

    3Morgan 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.

    4Annuities are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

    5Tax laws are complex and subject to change. Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice and are not “fiduciaries” (under ERISA, the Internal Revenue Code or otherwise) with respect to the services or activities described herein except as otherwise provided in writing by Morgan Stanley and/or as described at www.morganstanley.com/disclosures/dol . Individuals are encouraged to consult their tax and legal advisors (a) before establishing a retirement plan or account, and (b) regarding any potential tax, ERISA and related consequences of any investments made under such plan or account.

    6Tax laws are complex and subject to change. Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice and are not “fiduciaries” (under ERISA, the Internal Revenue Code or otherwise) with respect to the services or activities described herein except as otherwise provided in writing by Morgan Stanley and/or as described at www.morganstanley.com/disclosures/dol . Individuals are encouraged to consult their tax and legal advisors (a) before establishing a retirement plan or account, and (b) regarding any potential tax, ERISA and related consequences of any investments made under such plan or account.

    7Tax laws are complex and subject to change. Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice and are not “fiduciaries” (under ERISA, the Internal Revenue Code or otherwise) with respect to the services or activities described herein except as otherwise provided in writing by Morgan Stanley and/or as described at www.morganstanley.com/disclosures/dol . Individuals are encouraged to consult their tax and legal advisors (a) before establishing a retirement plan or account, and (b) regarding any potential tax, ERISA and related consequences of any investments made under such plan or account.

    8Morgan 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

    9Morgan 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.

    10Morgan 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.

    11Morgan 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.

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    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.

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


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