Stacy McHughSENIOR RELATIONSHIP MANAGER
Stacy McHugh is responsible for servicing clients and executing strategic client financial planning at United Capital. She is passionate about the client experience and assisting clients in achieving their financial goals.
Prior to joining United Capital, Stacy held Relationship Management and Wealth Planning positions for wealth and investment management firms executing planning and individualized financial advice in the areas of investment, retirement, education planning and individual and fiduciary tax. She has serviced high to ultra high-net-worth individuals, families, business owners and corporate executives. She also served as Co-Chair of the Pennsylvania Institute of Certified Public Accountants (PICPA) Lifestyles Committee, supporting the development and education of women financial professionals.
She began her career in 1993 with small and regional public accounting firms servicing individual clients. She then joined one of the most respected global public accounting firms, PricewaterhouseCoopers, focusing in the areas of trust and estate accounting and taxation. During her tenure, she was named as a Finalist for the U.S. National Chairman’s Award for Exceptional Performance.
Stacy holds the Series 7, 63 and 65 securities registrations issued by the Financial Industry Regulation Authority (FINRA). She is a graduate of Robert Morris University with a Post-Baccalaureate Advanced Certification in Accounting and a Bachelor’s Degree in Communication from Slippery Rock University.
Stacy and her husband reside in the Pittsburgh, Pennsylvania, area with their two children. She enjoys involvement in her children’s education and athletic activities, reading, sporting events and helping others in her community.
Registered Representative of and offering securities through Cetera Advisor Networks LLC (“Cetera”), member FINRA/SIPC. Investment Advisory services offered through United Capital Financial Advisers, LLC (“United Capital”), an investment adviser registered with the SEC. Cetera is under separate ownership from any other named entity.