James McHugh*

Financial Advisor

Phone: 513-241-6325
Fax: 513-357-4293
E-mail:

Jim McHugh has worked in the financial services industry since 2001.  After graduating from Dartmouth College, he built his background in various financial disciplines, including commercial banking, Personal Trust Administration, and investment advisory services.  In 2009, Jim was awarded membership to Penn Mutual’s President’s Club, which awards the top new Producers for that year.  Jim currently holds his FINRA Series 7, 63, and 66 securities licenses. 

 Raised in New Jersey, Jim now resides in Anderson Township with his wife Katie and two children.  In his free time, Jim is a water-skier and wakeboarder in training.  He enjoys playing classical piano with his daughter, and is a fundraiser for various local non-profit organizations.