Dan McHugh

Background

About Dan McHugh

I am a financial advisor with Edward Jones. You are viewing my page because either I have reached out to connect or you were looking for someone to help you with financial planning. I have chosen three simple points to highlight myself: Why I am an Advisor– It excites me when my clients reach their goals after long term planning, saving and investing. I enjoy watching my clients travel, retire early, buy vacation homes and send children and grandchildren to college. What I do – I help families, individuals and businesses plan for what is important to them by saving, managing and protecting their financial assets. How I do it– I use an established process to determine what is most important to you. I match high quality investments with your goals, risk tolerance and time horizon to create a personalized strategy. Next Steps: I work best by meeting with you and listening to your story. This can be done over a cup of coffee. With COVID, I am using more technology to keep serving my clients and would welcome a phone or zoom call. Send me a message, email, or phone call to schedule a For instructions to opt out of Edward Jones commercial messaging and other important disclosures, see