Aaron Puckett

About Aaron Puckett

AboutI’ve been helping individuals and families pursue financial clarity and confidence for over two decades. After entering the financial services industry in 1998, I became a financial advisor in 2002 and later founded Puckett & Sturgill Financial Group in 2007 to offer independent, personalized financial planning solutions.As a CFP® professional, I focus on building long-term relationships and crafting comprehensive strategies that align with each client’s life goals. I regularly collaborate with CPAs and attorneys to help ensure clients\' financial plans are well-integrated and forward-thinking.I earned my B.A. in Business Finance from Frostburg State University and my MBA in Finance from Loyola College. In addition to my work with clients, I’ve served as an adjunct professor of finance at the University of Maryland Global Campus, where I taught undergraduate courses in personal and corporate finance.A lifelong resident of Carroll County, Maryland, I live on a small family farm with my wife and our three children. I’m passionate about community involvement and have spent many years serving in local charitable, recreational, and civic organizations.Let’s connect if you’re interested in financial planning that’s thoughtful, integrated, and built around your values.Phone - 41••••••40 Email - A••••@pswealth.comWebsite - and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘Contact Info’ section aboveThird party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completenessFor a list of states in which I am/we are registered to do business, please visit

Experience

1. Lpl Financial Advisor

   Puckett Financial Group

   Feb 2007 — Present · Westminster, MD, US

Education

• Loyola University Maryland

  MBA

  2001 — 2004

• Frostburg State University

  Bachelor of Arts (B.A.)

  1993 — 1998

Skills

• Investments
• Strategic Planning
• Customer Service
• Finance
• Financial Services
• Public Speaking