Advisor at Merrill
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Deborah Hughes serves as Senior Resident Director at Merrill. She joined the firm in 2012 following over a decade of experience in corporate finance and financial services, including eight years at Edward Jones. Deborah specializes in retirement and estate planning, legacy planning, LGBT wealth planning, and socially responsible investing. She employs a consultative and client-focused approach, utilizing Merrill’s resources to develop tailored strategies that address clients’ financial goals and preferences.
Deborah holds a Bachelor of Science degree in Electrical Engineering from the University of South Carolina and a Master of Business Administration in Finance from the University of Michigan. She is a CERTIFIED FINANCIAL PLANNER™ (CFP®) certificant and holds the Accredited Asset Management Specialist (AAMS) designation, as well as the Personal Investment Advisor (PIA) credential.
Outside of her professional role, Deborah lives in Pittsburgh with her wife and two children. She serves on the board of the PERSAD Center and enjoys cooking, gardening, golfing, traveling, and spending time with her family.
Bank Of America, N.a.
2013 - Present (13 years)
Merrill lynch, pierce, Fenner & Smith incorporated
2012 - Present (14 years)
CFP®, CFA®
Pittsburgh, PA
TLG Advisors, Inc.
WELLth Financial Planning employs cutting-edge strategies to solve challenges relating to debt, budgeting, investments, education planning, retirement, and taxes while focusing on helping our clients build healthy relationships with money. Our specialty is creating early retirement plans, adhering to many principles of the "FIRE" (Financial Independence, Retire Early) philosophy. Our clients have big dreams of working on their terms and pursuing career passions as well as personal pursuits. Our evidence-based investment strategies are both proprietary and award-winning, offered in tandem with our financial planning service or alone. With powerhouse investment credentials, WELLth also has the ability to work around complex situations, such as large single stock positions or a high degree of tax sensitivity. We lean on experience gained from managing $200 million of assets at other firms as well as over a decade of formal education and training. Give us a call today and become your best financial self!
Series 63, Series 65
Wexford, PA
Edward Jones
Series 66
Irwin, PA
Edward Jones
Series 66
Pittsburgh, PA
Edward Jones
CFP®, Series 63
Pittsburgh, PA
Edward Jones
Series 63, Series 66
Bethel Park, PA
Edward Jones
Are you a financial advisor? Claim this profile to add a bio, highlight your expertise, and fill out key details so prospects get a clearer picture of your practice.
