Hughes Financial Services, LLC

Patrick Moore is a financial advisor with Hughes Financial Services, LLC, holding a Series 65 designation and seven years of industry experience. He has worked at Hughes Financial Services since 2016 and also held positions at George Mason University from 2015 to 2018. Hughes Financial Services manages approximately $616 million for individual and high-net-worth clients, providing discretionary and non-discretionary portfolio management along with integrated financial planning through its HFS Institutional wrap-fee program. The firm customizes portfolios using model portfolios and a combination of fundamental, cyclical, and Modern Portfolio Theory analyses, employing various tactical techniques and occasionally allocating assets to unaffiliated independent managers.

Berkeley Meredith is a CFP® and Series 65-licensed advisor with seven years of industry experience, all with Hughes Financial Services, LLC. Prior to joining the firm, Meredith worked at Virginia Tech for four years. Hughes Financial Services, LLC manages approximately $616 million for individual and high-net-worth clients, offering discretionary and non-discretionary portfolio management alongside integrated financial planning through its institutional wrap-fee program. The firm customizes portfolios using a combination of fundamental, cyclical, and Modern Portfolio Theory analyses and employs various tactical strategies, including option writing and short sales, while maintaining affiliations with Arden Trust Company and Kestra Investment Management, LLC.

Paul Hughes is a financial advisor at Hughes Financial Services, LLC with 24 years of industry experience. He holds Series 63 and Series 65 designations and has been with Hughes Financial Services since 2009. The firm manages approximately $616 million for individual and high-net-worth clients, offering discretionary and non-discretionary portfolio management alongside integrated financial planning. Hughes Financial Services operates its own wrap-fee program and employs a range of tactical investment techniques, including short-term trading and option writing, while also maintaining affiliations that support trustee and investment-management services.

Jo Ann Weinhardt is a financial advisor at Hughes Financial Services, LLC with 29 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Hughes Financial Services since 2016. Prior to that, she spent 19 years at Genworth. Hughes Financial Services manages approximately $616 million for individual and high-net-worth clients, providing discretionary and non-discretionary portfolio management along with integrated financial planning through its HFS Institutional wrap-fee program. The firm uses model portfolios and a mix of fundamental, cyclical, and Modern Portfolio Theory analyses, employing various tactical techniques and occasionally allocating assets to unaffiliated independent managers.

Patrick Hughes is a CFP®-certified financial advisor with 10 years of industry experience. He has been with Hughes Financial Services, LLC since 2015, where he is part of a six-advisor team based in Herndon, VA. Hughes Financial Services, LLC manages approximately $616 million for individual and high-net-worth clients, offering discretionary and non-discretionary portfolio management alongside integrated financial planning. The firm operates its own wrap-fee program that combines asset management, brokerage execution, and custody under a single fee, utilizing a range of tactical techniques and independent manager allocations tailored to client objectives.

Daniel Hughes is a CFP® with 25 years of industry experience and has been with Hughes Financial Services, LLC since 2009. He holds the Series 63 designation and is based in Herndon, VA. Outside of financial advising, he is a limited partner in ODD SQUAD LLC, which owns Eventide Restaurant in Arlington, VA. Hughes Financial Services, LLC manages approximately $616 million for individual and high-net-worth clients, providing discretionary and non-discretionary portfolio management alongside integrated financial planning. The firm customizes portfolios using model portfolios and a combination of fundamental, cyclical, and Modern Portfolio Theory analyses, employing tactical techniques such as short-term trading, option writing, short sales, and margin when appropriate.

Heather Wilson is a CFP® and holds a Series 65 license, with four years of industry experience. She is currently with Hughes Financial Services, LLC, where she has worked since 2021, following prior experience at Charles Schwab and roles at Purdue University. Hughes Financial Services, LLC manages approximately $616 million for individual and high-net-worth clients, providing discretionary and non-discretionary portfolio management along with integrated financial planning. The firm offers a wrap-fee program that combines asset management, brokerage execution, and custody, employing a range of investment techniques and independent manager allocations tailored to client objectives.