TOP 30 Art portfolio management in Palo Alto, California

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Merrill Lynch Financial Advisor Richard McHugh is located at 3075 Hansen Way in Palo Alto, California, United States. Rich McHugh is a Senior Vice President, Private Wealth Advisor, and Portfolio Manager at Merrill Private Wealth Management. He works with leaders in business, members of accomplished families, and successful individuals to help them navigate the complexities of wealth through the advice and capabilities of Merrill Private Wealth Management's world-class infrastructure. Rich and his team provide highly personalized experiences by servicing a limited number of families. With extensive experience in traditional and alternative investments, portfolio management, short-term cash management, financing, and estate planning strategies, Rich begins each relationship by gaining a thorough understanding of his clients' backgrounds, financial pictures, goals, and expectations. Prior to joining Merrill, Rich worked at J.P. Morgan Private Bank in various offices across the United States. He holds a B.A. in Political Science and Government from Purdue University and a M.S. in Finance from DePaul University. Rich resides in Los Altos, CA, and enjoys art, golf, skiing, and travel in his free time. Merrill Lynch Wealth Management focuses on building strong client relationships based on trust and personalized service, with a focus on the unique priorities and goals of each individual client. Clients can expect personalized investment strategies and comprehensive financial solutions tailored to their needs and objectives.