Daniel Hughes, CFP®, CTFA

Senior Fiduciary Advisor at Live Oak Private Wealth
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Contact Information
us****@****om
(386) 825-5501
Location
Wilmington, North Carolina, United States, US

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Credentials

  • Certified Financial Planner (CFP)
    CFP Board
    Apr, 2020
    - Sep, 2024
  • Certified Trust and Financial Advisor (CTFA)
    American Bankers Association
    Mar, 2008
    - Sep, 2024

Experience

  • Live Oak Private Wealth
    • United States
    • Investment Management
    • 1 - 100 Employee
    • Senior Fiduciary Advisor
      • Sep 2018 - Present
  • Wells Fargo Private Bank
    • United States
    • Financial Services
    • 700 & Above Employee
      • Dec 2008 - Aug 2018

      Fiduciary Advisory Specialist for the Eastern market of WellsFargo Private Bank. As part of trust services, I worked with clients to implementand administer trusts and estate plans to help fulfill their life transition, philanthropic, and wealthtransfer goals.

      • Feb 2008 - Dec 2008

      • Aug 2004 - Feb 2008

Education

  • Campbell University
    BBA & MBA, Trust, Investment Management, and Financial Planning
    1999 - 2004

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