Richard McHugh

Senior Vice President, Private Wealth Advisor

3075 Hansen Way
Palo Alto, CA 94304
650.473.2047
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Significant wealth requires a different level of guidance, focus, and detail. We are committed to pursuing better outcomes for you and the people you care most about.
Profile

Rich McHugh begins each relationship by gaining a thorough understanding of a client’s story, financial picture, goals, preferences, and expectations. Helping to return time and achieve goals, as well as giving financial confidence to clients are his greatest satisfactions. He brings his clients extensive experience in wealth transfer, tax considerations around investments and large estates, portfolio management, cash management, and philanthropy.

Rich’s clients are leaders in business, accomplished families, and uniquely successful individuals. His mission is to help clients navigate the complexities of significant wealth through the banking convenience of Bank of America and Merrill Private Wealth Management's world class infrastructure. He and his team service a limited number of clients to help ensure highly personalized experiences. He places high emphasis on making the institution fit his clients and not vice versa.

Rich grew up in Chicago. He holds a B.A. Political Science and Government from Purdue University and a M.S. Finance from DePaul University. Prior to joining Merrill in 2019, Rich worked at J.P. Morgan Private Bank in Chicago, New York, and Seattle. His financial services career began in 2008. He holds Series 63, 66, and 7 FINRA registrations.

He is a supporter of and/or volunteer with The Nature Conservancy, Cornell Lab of Ornithology, Volunteer Park Trust (Seattle), and Ronald McDonald House Charities (Menlo Park).

About Me
Welcome

Your priorities are distinctly your own. If you are a senior executive, company founder, public or private company owner, or inheritor, your situation is unique. Your path to significant wealth may have been circuitous or straightforward. At some point, however, you likely recognized that the management of your wealth had become more time consuming and complex than you had originally anticipated.

We understand the intricacies of substantial wealth. We advise a select group of highly successful clients, supporting them in deploying, growing and transferring their wealth more effectively. We are focused on outcomes—quantitative and qualitative— and helping clients enact a more thoughtful, efficient and forward-thinking approach to their wealth.

Additional Resources
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Bryan Austin
Private Wealth Strategist
Bill Grey
Structured Credit Executive
Bank of America, N.A.
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Richard McHugh is registered to do business in AZ, CA, CO, IL, KS, NE, NV, NY, OR, WA.