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Amallie Huggins joined our team at Merrill Lynch one year before the launch of Valorous Advisors. Before beginning her career in retirement planning, Amallie owned and operated a shipping and printing business, where she oversaw daily operations, financial management, and customer relationships. Following a period devoted to raising her two children, she returned to the workforce with a renewed focus on building a career in financial services.
In her role as Retirement Plan Associate at Valorous Advisors, Amallie supports the ongoing service and administration of retirement plans. Her responsibilities include managing document workflows for both new and existing clients, coordinating fiduciary review processes, assisting with compliance-related matters, and facilitating plan transactions such as contributions, distributions, new account establishment, and overseeing the firm’s accounts receivables.
Amallie earned a Bachelor of Science in Business Administration from The University of Texas at Dallas and holds the Certified Plan Fiduciary Advisor® (CPFA®) designation, reflecting her specialized knowledge in fiduciary responsibility and retirement plan governance.
She resides in Richardson, Texas, with her husband, William, and their children.
