With over 25 years as a top producer at Merrill Lynch, J.P. Morgan, and Bank of America Private Bank, Tatiana McHugh delivers tailored financial strategies, including insurance, investments, liquidity solutions, and philanthropy. Supported by a team of highly qualified specialists, she builds deep, trust-based relationships, consistently exceeding expectations to deliver exceptional results for every client
Our consultative approach ensures a thorough review of your personal and business insurance needs. We analyze existing policies to identify potential gaps in coverage, liabilities, deductibles, and overall costs, providing customized solutions for both individuals and businesses. If desired, we collaborate with your partners, attorney, and CPA to conduct a comprehensive analysis, ensuring your insurance strategy aligns seamlessly with your broader financial goals.