Hugh Hembree IV
Advisor at Merrill
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Merrill
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Fort Smith, AR 72903
Credentials
Series 66
Industry experience
20 years
Hugh Hembree IV is a Wealth Management Advisor at Merrill Lynch Wealth Management. He brings extensive experience as a business owner, non-profit board member, father, and husband, combined with professional training including an MBA and certifications such as CPWA® and CEPA®. His advisory practice focuses on creating comprehensive wealth plans tailored to clients' personal, financial, and professional goals.
Over more than four decades, Hugh has built deep financial knowledge through roles as a corporate executive, banker, business owner, and financial advisor. He specializes in wealth and estate planning as well as investment management for executives, business owners, and retirees. His direct experience as a business owner informs his empathetic approach to advising clients on business and life transitions.
Hugh holds a Master's of Business Administration from Southern Methodist University and a Bachelor's degree from the University of Arkansas Fayetteville. He is involved in professional organizations such as the Family Enterprise Center at UAFS and serves the community through engagement with institutions including the Fort Smith Regional Art Museum and John Brown University. Personal interests include baseball, basketball, fishing, genealogy, hunting, reading, and spending time with his family.
Based on Merrill
$0 - $2,000,000: 1.10% (for Managed Strategy with MFSA under $2 million) $2,000,000+: 1.00% (for Managed Strategy with MFSA at and above $2 million)
Account minimum: $2,000,000 minimum to qualify for Premium Access Strategy per SEC data and Merrill brochure context; no other firm-wide minimum clearly stated
3220 Old Greenwood Rd
Fort Smith, AR 72903
Arkansas · Texas
Bank Of America, N.A.
2009 - Present (17 years)
Merrill
2009 - Present (17 years)
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