Hugh Douglas Severs

Advisor at Merrill — Spokane, WA W Riverside Ave

Updated today

Credentials

Series 63, Series 66

Experience

14 years

Location

Spokane, WA 99201

Merrill logo

Merrill

Institution

Total advisors

25,588

Across 3,189 offices

Clients per advisor

70 Very Low

Avg AUM per client

$860,085 Very High

HNW client ratio

29% High

About

Hugh Severs is a Senior Financial Advisor at Merrill Lynch Wealth Management, serving clients in more than 20 states. He works with a diverse clientele including entrepreneurs, established business owners and their employees, C-level executives in the technology sector, physicians, and multiple generations of families. His focus is on clients with dynamic financial needs such as founding, buying, growing, and selling businesses, managing stock options, planning for college education, and preparing for retirement.

Hugh customizes investment portfolios guided by the firm's Chief Investment Office, encompassing multiple asset classes including equities, bonds, and alternative investments like real estate and hedge funds. He collaborates with clients' CPAs, attorneys, and trust professionals to align tax minimization and estate strategies and provides access to various lending solutions through Bank of America. Prior to joining Merrill in 2022, Hugh spent 12 years at Northwestern Mutual in roles including advisor, director of training and technology, and COO of a private wealth team. He holds a bachelor's degree in Landscape Architecture from Washington State University and holds professional designations including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA).

Based in Liberty Lake, Washington, Hugh lives with his wife, Jolene, and their two sons. He is active in community organizations such as the American Cancer Society, HUB Sports Center—where he serves on the board of directors—and SNAP. His personal interests include fishing, hunting, golfing, hiking, boating, camping, cooking, basketball, skiing, and traveling.

Client services

Based on Merrill

Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d

Expertise

Wealth management Private / alternative investments Equity Recipients (RS/RSU, SOP, ESPP) Business ownership considerations General estate planning guidance

Occupation focus

Founder/Business Owner Executive Doctor or Medical Professional

Demographic focus

Parents Established Professionals

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Fee options

Commissions

SEC-reported: Commissions on certain transactions, including foreign securities and fixed income; mark-ups, markdowns and dealer spreads may apply to some trades.

Location

See office

Spokane, WA W Riverside Ave

601 W Riverside Ave

Spokane WA 99201

Advisors at this office

32

Most active in

Washington

Work history

14 years of industry experience

Bank of America, N.A.

2022 - Present • 4 years

Spokane, WA

Merrill

2022 - Present • 4 years

Spokane, WA

Douglas Lupton

2019 - 2022 • 3 years

Spokane Valley, WA

Mario Martinez

2019 - 2022 • 3 years

Spokane Valley, WA

Mark W Lupton

2019 - 2022 • 3 years

Spokane Valley, WA

L2 Wealth Management

2019 - 2022 • 3 years

Spokane Valley, WA

Northwestern Mutual Wealth Management Company

2016 - 2019 • 3 years

Milwaukee, WI

Northwestern Mutual Life Insurance Company

2016 - 2019 • 3 years

Milwaukee, WI

Northwestern Mutual - Inland Northwest

2015 - 2017 • 2 years

Coeur D'Alene, ID

Liberty Lake City Council

2014 - 2021 • 7 years

Liberty Lake, WA

Northwestern Mutual Life insurance Company

2011 - 2018 • 7 years

Milwaukee, WI

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Maxim M

CFP®, Series 66

Mead, WA

Averton Wealth

Maxim Makhnyk is a CFP®-designated financial advisor at Averton Wealth with six years of industry experience. He previously worked at LPL Financial, Trustage/CMG/CBSI, Edward Jones, and MW Consulting Engineers. Averton Wealth offers discretionary asset management alongside financial planning and consulting for individuals, high-net-worth clients, trusts, and estates. The firm uses quantitative planning tools like Monte Carlo analysis and modern portfolio theory to create customized strategies, providing both portfolio management and hourly financial planning engagements.

General retirement planning

Eric S

CFP®, Series 66, Series 63

Spokane, WA

Selkirk Wealth Advisors, LLC

Eric Stutzman is a CFP® professional with 14 years of industry experience. He has worked at Etesian Wealth Advisors, Inc. since 2013. Stutzman is based in Spokane, WA, and holds the Series 66 license. Selkirk Wealth Advisors, LLC provides comprehensive financial planning and discretionary investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm manages approximately $207 million on a discretionary basis and offers customized portfolios using no-load mutual funds, ETFs, individual stocks and bonds, as well as access to third-party money managers.

Wealth management Trust structures (GRAT, IDGT, revocable) Roth conversion strategy Founder/Business Owner Airline Pilot Self-Employed Established Professionals Gen X (Born 1965-1980) Baby Boomers (Born 1946-1964) Approaching retirement Retired

Amy D

CFP®, Series 66

Spokane, WA

Stewardship Concepts Financial Services LLC

Amy Drury, CFP® is a Spokane-based financial advisor and owner at Stewardship Concepts Financial Services. She works with retirees and near-retirees who want help making sense of retirement income, investments, taxes, Social Security, and the decisions that come with this stage of life. Amy enjoys helping clients feel more organized, prepared, and confident about their financial future. Her approach is thoughtful and detail-oriented, with a focus on helping people understand how the pieces of their retirement plan fit together. Outside the office, Amy enjoys summer days at the lake with her husband, Clint, and their daughters, Blakely and Lyla. She also enjoys trying new recipes, reading, and running on sunny days.

General retirement planning Income planning Retirement income strategy Roth conversion strategy Wealth management Retired Executive Approaching retirement Retired

Sarah W

Series 65, CFP®

Spokane, WA

Selkirk Wealth Advisors, LLC

Sarah Williams is a financial advisor at Selkirk Wealth Advisors, LLC with five years of industry experience. She holds a Series 65 designation and previously worked at Fulcrum Financial Group before joining Selkirk Wealth Advisors in 2017. Selkirk Wealth Advisors provides comprehensive financial planning and discretionary investment management for individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm customizes portfolios using no-load mutual funds, ETFs, individual stocks and bonds, and offers access to third-party money managers while managing approximately $207 million for around 204 clients.

General retirement planning General tax planning College savings (529s, UTMA, etc.) Wealth management

Noah S

CFP®, Series 65

Spokane, WA

Stewardship Concepts Financial Services LLC

Noah Schwab, CFP® is a Spokane-based financial advisor and owner at Stewardship Concepts Financial Services. He works primarily with retirees and near-retirees who want help making sense of retirement income, Roth conversions, Social Security, investments, and taxes. Noah became a financial advisor because he enjoys helping people make confident decisions during major life transitions. His work focuses on helping clients bring the pieces of retirement together into a plan that feels clear, thoughtful, and aligned with their goals. Outside the office, Noah enjoys traveling, backpacking, pickleball, chess, and spending time with his wife, Jenny, and their son, Judah.

Retirement income strategy Medicare planning Roth conversion strategy Retirement withdrawal strategies Charitable giving tax strategies Retired Attorney Dentist Doctor or Medical Professional Executive Approaching retirement Retired

Eric C

CFP®, Series 63, Series 65

Spokane, WA

Quantum Financial Planning Services, Inc.

Eric Christiansen is a CFP® with 30 years of industry experience. He has worked at Quantum Financial Planning Services, Inc. since 1995 and was previously with Securities Service Network, Inc. for 18 years. Quantum Financial Planning Services, Inc. is a fee-only, SEC-registered advisory firm serving individuals, small businesses, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm focuses on comprehensive financial planning and investment management using globally diversified portfolios tailored to clients’ time horizons and risk tolerances.

General retirement planning Retirement income strategy Social Security optimization Roth conversion strategy General tax planning Retired Approaching retirement Retired
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