Elizabeth R. McHugh, CFP®
Director of Client Services
Elizabeth McHugh is the Director of Client Services and is responsible for the oversight of client service managers and account administrators. Ms. McHugh joined Wasmer Schroeder (WS) in 2004 as a Portfolio Administrator where she was responsible for portfolio cash management, firm performance metrics, composite membership, reconciliation of accounts, and the opening of new accounts. In 2007, Ms. McHugh was promoted to Client Services Manager where she was responsible for wealth management and institutional relationships of clients. She transitioned to her current position in 2008.
Ms. McHugh earned her B.A. in Political Economy from Tulane University. She is a graduate of the Dale Carnegie Course on Effective Communication & Human Relations, a graduate of the Leadership Collier Foundation’s inaugural class of Growing Associates in NaplesTM (GAINTM), and a graduate of the Leadership CollierTM class of 2012.
Ms. McHugh is a member of the Firm’s Executive Committee and a licensed CERTIFIED FINANCIAL PLANNERTM. She is a current member of the Financial Planning Association of South West Florida where she previously served on the board for three years. Ms. McHugh serves on the Youth Leadership Collier Planning Committee and is currently the Vice Chair of Community Trusteeship Matching Needs Committee.