Daniel Hughes, CFP®, CTFA
Senior Fiduciary Advisor and Co-Director of Operations
Daniel Hughes is a Senior Fiduciary Advisor and Co-Director of Operations at Live Oak Private Wealth. His financial planning expertise and specialized experience in trust and estate planning are essential to the comprehensive service offered to Live Oak Private Wealth clients.
Daniel joins Live Oak Private Wealth with over 15 years of experience in fiduciary advising. He helps clients manage their wealth and implement trust and estate plans to fulfill their philanthropic and wealth transfer goals. Daniel received his BBA and MBA from Campbell University with a concentration in Trust and Investment Management and a minor in Financial Planning. Daniel has also received his CERTIFIED FINANCIAL PLANNER™ certification and earned his designation as a Certified Trust and Financial Advisor (CTFA). When he’s not working, Daniel loves riding motorbikes, both on the track and off-road, going out for breakfast with his wife, Christine, and spending time with their French Bulldog Randall.