Libby R. McHugh, CFP®
Director of Client Services
Libby McHugh is the Director of Client Services at Wasmer Schroeder (WS), where she oversees Client Services Managers and New Accounts Administrators. She is a member of the firm’s Executive, Portfolio Management, Risk Management, and Compliance Committees, and is a licensed CERTIFIED FINANCIAL PLANNER™.
Libby 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. Libby transitioned to a Client Services Manager in 2007, where she was responsible for wealth management and institutional client relationships. She was promoted to her current position in 2008.
Libby earned her BA 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™).
A current member of the Financial Planning Association of Southwest Florida, Libby 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. Libby was also a member of the Business Observer “40 Under 40 – Class of 2018.”
Libby lived in different cities around the country before making her home in Naples. Born in New York City and raised in Dallas, Libby 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.