Melinda McHugh, CFP®
Executive Vice President, Advanced Wealth Planning
“Our clients know they have someone they can trust and who is always advocating for them, so they can go live their lives with confidence.”
Joined Lido: 2019
Homebase: Boca Raton, FL
Professional Focus: Melinda has led administrative and operations management initiatives, bringing an acute sense of operational experience to Lido. She is in financial services because she gets satisfaction from putting her clients at ease financially and able to enjoy the wealth they have worked so hard to accumulate.
Professional Designations: CERTIFIED FINANCIAL PLANNER™
Education: B.A., Business Administration, University of Louisville; M.B.A., Florida Atlantic University
Previous Work Highlights: Melinda boasts over 20 years financial services experience, including 11 with Merrill Lynch as a Senior Registered Client Associate. She has risen at Lido from Vice President, Private Client Relations to now being the Executive Vice President, Advanced Wealth Planning.
Personal Facts: Melinda resides in Boca Raton, Florida, with her husband, Christopher, and their two children. When she is not hitting new fitness personal records, improving old skills and learning new skills at CrossFit Hardcore, she loves entertaining her family and friends in her home.
