
Brian R. McHugh, CFP®, QPFC®, CPWA®
Insurance Advisor

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About me
Vice President | Financial Advisor with The Downeast Group at Morgan Stanley
Education

Bentley University
2010 - 2014Bachelor's of Science Finance
South Portland High School
2006 - 2010
Experience

Waters & Kachmar Insurance
Jun 2014 - Feb 2016Insurance Advisor
Morgan Stanley
Feb 2016 - nowVice President | Financial Advisor©2025 Morgan Stanley Smith Barney LLC (‘MSSB’), Member SIPC (www.sipc.org), reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via LinkedIn or its messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal service – please consult a tax advisor. Statements and messages are for US residents only and subject to the following terms: http://www.morganstanley.com/disclaimers/mswm-email.htmlFor more information on the designation(s), go to:https://advisor.morganstanley.com/the-downeast-group.This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it. The strategies and/or investments discussed in this material may not be suitable for all investors. Morgan Stanley Wealth Management recommends that investors independently evaluate particular investments and strategies and encourages investors to seek the advice of a Financial Advisor. The appropriateness of a particular investment or strategy will depend on an investor’s individual circumstances and objectives.The returns on a portfolio consisting primarily of Environmental, Social and Governance (“ESG”) aware investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because ESG criteria exclude some investments, investors may not be able to take advantage of the same opportunities or market trends as investors that do not use such criteria.NMLS#: 1539487 Show less
Licenses & Certifications

Certified Private Wealth Advisor® (CPWA®)
Investments & Wealth Institute
CERTIFIED FINANCIAL PLANNER® (CFP®)
International College Of Financial Planning
Qualified Plan Financial Consultant® (QPFC®)
National Association of Plan Advisors
Volunteer Experience
Board Member
Issued by Big Brothers Big Sisters of Southern Maine
Associated with Brian R. McHugh, CFP®, QPFC®, CPWA®
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