Brian M. Hughes CFA, CFP
Brian has served in the financial planning firm since 2006 where he started with Merrill Lynch and transitioned onto the independent path with Madden Advisory Services, Inc. and ultimately here with River City Wealth Management.
Brian takes a personalized approach to financial planning where he works with individuals and small businesses to; identify realistic goals, charts a path to achieve those goals, implements the plan and monitors progress to make adjustments to stay on track.
In addition to his role as an advisor with River City Wealth Management, he also serves as the firms securities analyst where he is responsible for completing comprehensive research to screen investments as well as to monitor the markets as part of the River City Wealths’ portfolio management process.
Brian holds a Bachelor’s degree in Business Administration from the University of Florida and a Masters in Business Administration (M.B.A.) from the Jacksonville University. He also holds the CFA- Chartered Financial Analyst and CFP- Certified Financial Planner designations and is a member of the CFA society of Jacksonville as well as the Financial Planning Association (FPA) of Northeast Florida.
Brian is married and has a young son. He is involved in his son’s sports teams and is an avid salt water fisherman.