Mallory Hunt

Mallory Hunt is an Investment Professional and Portfolio Administrator at Center for Financial Planning, Inc.® in Clarkston, MI, where she focuses on portfolio management, client investment strategy development, and supporting the firm’s investment department. Her role encompasses providing financial planning services, overseeing trading operations, and assisting with asset allocation decisions, ensuring clients’ portfolios are aligned with their goals and risk tolerance.

Mallory specializes in U.S. equity markets, particularly large and small-cap stocks, with a sector focus on technology, healthcare, consumer discretionary, and safe-haven assets such as gold and silver, reflecting market trends like AI-driven growth and sector rotation. She also monitors macroeconomic factors, rates, and global market participation, integrating these insights into diversified investment strategies for her clients.

Her career in financial services spans more than a decade, including roles as Operations Administrator both at Center for Financial Planning, Inc.® and Raymond James. Mallory holds a Bachelor of Science in Finance from Oakland University, along with Series 7, 63, and 65 Securities Licenses, Life, Accident & Health Insurance, and Variable Annuities licenses, demonstrating her broad expertise and commitment to professional standards in the investment industry.