Jacqueline Hughes

About Jacqueline Hughes

My goal is to help individuals and families simplify the complexities of investing by cutting through market noise, media headlines, and competing priorities, keeping their values, goals, and life circumstances at the center of every conversation. Whether you are planning for retirement, navigating a career change, starting or growing a business, or evaluating how to fund a child\'s education or care for a family member, the process begins with understanding what matters most to you and developing a thoughtful plan to support informed, confident decision‑making. Financial planning is deeply personal, and there is no one‑size‑fits‑all approach. I am committed to creating a collaborative and welcoming environment where clients feel comfortable asking questions, gaining clarity, and taking meaningful action. I also find particular purpose in supporting women investors as they navigate their financial lives, addressing the unique considerations many women face through a personalized, planning‑led approach. With the strength of Merrill\'s more than 100‑year history of investment insights, combined with the banking and lending capabilities of Bank of America, we can work together to create strategies aligned with your life, values, and evolving priorities. For more information, please contact me at J••••••••@ml.com or 20••••••73.

Experience

1. Financial Advisor

   Merrill Lynch

   Mar 2023 — Present

Education

• Virginia Polytechnic Institute & State University

  Bachelor's Degree

  2012 — 2016

Skills

• Leadership
• Ms Excel Pivot Tables
• Financial Research
• Finance
• Microsoft Word
• Social Media
• Networking
• Payroll
• Data Entry
• Time Management
• Cashiering
• Team Building
• Client Relations Skills
• Microsoft Excel
• Powerpoint
• Customer Service
• Accounting
• Organization
• Quickbooks