John Mchugh

John Mchugh Email and Phone Number

Experienced Asset Manager Utilizing A.I. Momentum Verified by Quantitative Analysis @ WealthTrust Asset Management LLC
John Mchugh's Location
Destin, Florida, United States, United States
John Mchugh's Contact Details

John Mchugh personal email

n/a
About John Mchugh

First, please check out the WealthTrust ETF Link, the 925 TAMP Link and the 4- and 5-Star Factsheets in the Featured Section below.Welcome WealthTrust Asset Management LLC! We're dedicated to providing personalized investment solutions tailored to meet the diverse needs of our clients and advisors.With over 25 years of experience in the financial industry, I've cultivated a deep understanding of market dynamics and investment strategies. My journey began with a bachelor's degree in business from the University of Missouri, focusing on accounting and finance. This academic foundation, coupled with practical experience at renowned institutions like Merrill Lynch, Oppenheimer, & Wells Fargo, has equipped me with the expertise to navigate the complexities of the financial markets.At WealthTrust Asset Management, we believe that every client deserves a customized approach to wealth management. Whether you're an individual planning for retirement, a foundation safeguarding asset, or a hospital managing endowments, we're here to help you achieve your financial goals.Our process begins with a comprehensive assessment of your financial landscape, taking into account your current situation, future aspirations, and risk tolerance. By understanding your unique needs and priorities, we craft bespoke investment plans designed to align seamlessly with your objectives.At WealthTrust Asset Management LLC, a registered investment adviser, we adhere to the highest standards of integrity and professionalism. Our commitment to education extends beyond our clients to fellow financial advisors, as we believe in sharing knowledge and empowering others in the industry.While investments inherently involve risks, our disciplined approach focuses on selecting high-quality equities and implementing strategies to mitigate potential downsides. We prioritize transparency and communication, keeping you informed every step of the way.Join us and let's embark on a journey toward financial success together. Reach out today to schedule a consultation and discover how we can help you achieve your financial aspirations.Disclosure: The JG McHugh Group is our Insurance Agency giving clients access to Fixed and Fixed Indexed Annuities. It is affiliated with WealthTrust Asset Management LLC, a registered investment adviser. Information presented is for educational purposes only and should not be construed as personalized financial advice. Investments involve risk and are not guaranteed.

John Mchugh's Current Company Details
WealthTrust Asset Management LLC

Wealthtrust Asset Management Llc

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Experienced Asset Manager Utilizing A.I. Momentum Verified by Quantitative Analysis
John Mchugh Work Experience Details
  • Wealthtrust Asset Management Llc
    President - Chief Investment Officer
    Wealthtrust Asset Management Llc Feb 2015 - Present
    Destin, Fl, Us
    Are you looking for an Asset Management Company who has a proven track record of helping advisors increase their AUM in managed solutions? WealthTrust Asset Management LLC is your answer. Our Platform Partners are as follows:- Envestnet- Schwab Marketplace- Fidelity- Advyzon- SMArtX- Orion Communities- SimplicityWe manage investment portfolios on a discretionary basis for the clients of Advisors who are seeking professional portfolio management services.We proudly manage assets for individuals, foundations, hospitals, pension plans and other institutions. With more than 25 years of experience in helping investors and 18 years in private portfolio management, I'm able to utilize extensive knowledge in constructing portfolios with asset allocations for all levels of risk tolerance.
  • The Jg Mchugh Group
    Principal
    The Jg Mchugh Group Jan 2023 - Present
    The JG McHugh Group is an insurance agency offering fixed and fixed indexed annuities. The company is affiliated with WealthTrust Asset Management which provides asset management for clients and associated advisors.
  • Wealthtrust Long Term Growth Etf
    President - Cio
    Wealthtrust Long Term Growth Etf Dec 2021 - Present
  • Wells Fargo Advisors, Llc
    Managing Director Investment Officer - Senior Portfolio Manager
    Wells Fargo Advisors, Llc Oct 2000 - Feb 2015
    San Francisco, California, Us
    Our Team was one of two portfolio managers that were allowed to manage clients assets of other Wells Advisors.Our process was continually reviewed and approved.
  • Oppenheimer & Co., Inc.
    Sr. Vice President - Investment Officer
    Oppenheimer & Co., Inc. Jan 1994 - Oct 2000
  • Merrill Lynch
    Financial Advisor
    Merrill Lynch Jan 1988 - Dec 1993
    New York, Ny, Us
  • Monsanto
    Director Of Financial Reporting
    Monsanto 1973 - 1987
    St. Louis, Missouri, Us

John Mchugh Skills

Management Investments Finance Series 7 Financial Analysis Wealth Management Securities Mutual Funds Financial Advisory Portfolio Management Retirement Planning Risk Management Financial Services Business Development Leadership Asset Management Alternative Investments Public Relations Retirement Strategic Planning Customer Service Equities

John Mchugh Education Details

  • University Of Missouri-Columbia
    University Of Missouri-Columbia
    Accounting & Finance
  • Mccluer High School
    Mccluer High School

Frequently Asked Questions about John Mchugh

What company does John Mchugh work for?

John Mchugh works for Wealthtrust Asset Management Llc

What is John Mchugh's role at the current company?

John Mchugh's current role is Experienced Asset Manager Utilizing A.I. Momentum Verified by Quantitative Analysis.

What is John Mchugh's email address?

John Mchugh's email address is jo****@****rgo.com

What schools did John Mchugh attend?

John Mchugh attended University Of Missouri-Columbia, Mccluer High School.

What skills is John Mchugh known for?

John Mchugh has skills like Management, Investments, Finance, Series 7, Financial Analysis, Wealth Management, Securities, Mutual Funds, Financial Advisory, Portfolio Management, Retirement Planning, Risk Management.

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