Elizabeth McHugh, CFP®
Managing Director, Client Service
Charles Schwab Investment Advisory, Inc.
Elizabeth McHugh is the Managing Director of Client Service supporting the Wasmer Schroeder Strategies at Charles Schwab Investment Advisory, Inc.
Prior to acquisition by Charles Schwab Investment Management, Inc. in July 2020, Ms. McHugh was the Director of Client Services at Wasmer Schroeder (WS), where she oversaw client services managers and new accounts administrators. She was a member of the firm’s Executive, Portfolio Management, Risk Management, and Compliance Committees.
Ms. McHugh joined WS in 2004 as a Portfolio Administrator. In that role, she was involved with portfolio cash management, generating and reporting firm performance metrics, tracking composite membership, account reconciliation, and opening new accounts. Ms. McHugh transitioned to a Client Services Manager in 2007, where she was responsible for wealth management and institutional client relationships.
Ms. McHugh earned a Bachelor of Arts in political economy from Tulane University. She is a graduate of the Dale Carnegie Course on Effective Communication & Human Relations, a graduate of Leadership Collier™, and a graduate of the Leadership Collier Foundation’s inaugural class of Growing Associates in Naples (GAIN™). Ms. McHugh is also a CERTIFIED FINANCIAL PLANNER™ practitioner.
A current member of the Financial Planning Association of Southwest Florida, Ms. McHugh was previously on the organization’s board of directors for three years. She also serves on the Youth Leadership Collier Committee and the Community Trusteeship Matching Needs Committee, and she is a Professional Advisor Council (PAC) member for the Community Foundation of Collier County. Ms. McHugh was also a member of the Business Observer “40 Under 40 – Class of 2018.”
Ms. McHugh lived in different cities around the country before making her home in Naples. Born in New York City and raised in Dallas, she also spent time in New Orleans and Washington, DC. She is a busy mom of three children—twin boys and a daughter. In her personal time, she looks forward to time with family and friends, listening to music, and cooking.