Hugh Hanley, CIMA®
Vice President | Wealth Management Advisor@ Merrill Lynch
Hunt Valley, Maryland, United States
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Hugh Hanley, CIMA(r) is a highly experienced Merrill Wealth Management Advisor with 13.7 years of work experience. Based in Hunt Valley, Maryland, he specializes in delivering wealth management strategies for individuals, families, and businesses. With a focus on professional money management, retirement planning, and estate planning services, Hugh is dedicated to helping clients navigate their financial life. He has a strong background in the Baltimore community, having attended Loyola Blakefield in Towson. Hugh holds a degree in Business Administration & Finance from the College of Charleston. He is the owner of the certification marks CIMA and a Certified Investment Management Analyst.
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Emails and Phone Numbers

@ml.com
@ml.com
+1 207753****
+1 866706****
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About

As a Merrill Wealth Management Advisor, Hugh focuses on delivering wealth management strategies for individuals, families, and businesses. His primary role is to navigate clients throughout all aspects of their financial life with a concentration on professional money management, retirement planning, and estate planning services. Hugh has been active in Baltimore community throughout his life. Growing up in the area, he attended Loyola Blakefield in Towson. In 2007, he graduated the College of Charleston where he holds a degree in Business Administration & Finance. Hugh has worked with Merrill since 2010 and began his career in the financial service industry in 2007. *Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®. Use of CIMA®, and/or Certified Investment Management Analyst® signifies that the user has successfully completed the Institute's initial and ongoing credentialing requirements for investment management professionals.

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Work Experience

2 World Financial Center, New York, NY, 10281, US

Financial Services

35980
Phone
+1 3025715100

Hugh Hanley, CIMA®'s Professional Milestones

  • Wealth Management Advisor | Vice President (2010-03-01~): Developing and implementing comprehensive wealth management strategies to optimize client portfolios and maximize profitability.
  • Vice President | Wealth Management Advisor: Developed strategic wealth management plans to optimize asset management and minimize risk in corporate asset allocation.

Education

College of Charleston
College of Charleston2004-2007