Donald Hughett
Partner / Wealth Advisor at Octavia Wealth Advisors
- Role
- Partner Wealth Advisor at Octavia Wealth Advisors
- Location
- Cincinnati, OH, US
- LinkedIn followers
- 500 followers
About Donald Hughett
One of my greatest joys is working with individual and corporate clients to help people…
Experience
Partner Wealth Advisor
Jun 2020 — Present · Cincinnati, OH, US
As an accredited investment fiduciary, I serve as the primary resource for serving the corporate market. As an advisor, I interact with individual clients to provide expertise on investment reviews and retirement planning.Octavia Wealth Advisors, LLC (Octavia) is a registered investment advisor. Octavia provides investment advisory and related services for clients nationally. Octavia will maintain all applicable registration and licenses as required by the various states in which Octavia conducts business, as applicable
Skills
- Wealth Management
- Retirement Planning
- Tax-Efficient Investing Strategies
- Financial Analysis
- Qualified, Defined Contribution / Benefit Plan Analysis and Appropriation
- Strategic Planning
- Finance
- Estate Conservation Strategies
- Management
- Risk Management
- Financial Planning
- Tax-Deferred Investment Planning
- Investment Services
- Client Education
- Financial Services
- Financial Strategy
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