James E. McHugh*, CFP®

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

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. ERTIFIED FINANCIAL PLANNER™.

Raised in New Jersey, Jim now resides in Anderson Township with his wife Katie and three 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. 


+Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.