Aaron Causey
Financial Planning Intern @Bugay, Watson & Associates, A Private Wealth Advisory Practice Of Ameriprise Financial Services, Llc
Mount Pleasant, SC, US
EMAILS
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
Sep 2025 — Present
Financial Planning Intern @Bugay, Watson & Associates, A Private Wealth Advisory Practice Of Ameriprise Financial Services, Llc
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Greenville, SC, US
Work in support of 5 financial advisors serving over 900 households -Create financial plans in NaviPlan and Money Guide Pro-Effectively manage and delegate tasks in Salesforce CRM-Create pre and post meeting notes for Advisors
EDUCATION
N/A
Academic Magnet High School
High School Diploma
N/A
Clemson University
Bachelor of Science - BS, Financial Management
ABOUT AARON CAUSEY
I am a recent graduate of the Wilbur O. and Ann Powers College of Business at Clemson…
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