Daniel Pugh
Senior Vice President, Investments at Wellspring Financial Solutions of Raymond James & Associates
- Role
- Senior Vice President, Investments & Financial Advisor at Raymond James
- Location
- Franklin, TN, US
- LinkedIn followers
- 500 followers
About Daniel Pugh
Since 1996, I have built a reputation for providing personalized service to private…
Experience
Senior Vice President, Investments & Financial Advisor
Feb 2013 — Present
I moved back to Franklin, Tennessee after graduating from Auburn University with a BS degree in Finance in 1994. Upon graduation, I began my career as a financial advisor with Edward D. Jones & Co. In 1998, after two successful years with Edward D. Jones, I was recruited to AmSouth Investment Service. I became a financial advisor with Morgan Keegan in 2007 as part of the merger between Regions and AmSouth. I became a financial advisor with Raymond James & Associates in 2012 as part of the Raymond James acquisition of Morgan Keegan & Company. Since 1996, I have worked to built a reputation of providing personalized service to individuals & families, trusts and estates, non-profit entities, and retirement plans. I manage my practice in order to help my clients answer two primary questions:\"1. Will I make it? and 2. Do I have any financial blind-spots?\" My team works with individual clients and with institutional clients helping them to grow, preserve and distribute wealth, using clearly defined objectives and guidelines established with each individual client. Karen and I live in Franklin with our three sons. We are active in our church and community and are having fun raising our three boys. I am honored to have recently retired after 33 years serving in the Army National Guard.
Skills
- Wealth Management
- Retirement Planning
- Investments
- Retirement
- Securities
- Leadership
- Alternative Investments
- Finance
- Nonprofits
- Series 7
- Strategic Planning
- Strategic Financial Planning
- Mergers & Acquisitions
- 401k
- Asset Management
- Portfolio Management
- Asset Allocation
- Risk Management
- Mutual Funds
- Wealth
- Banking
- Series 63
- Insurance Planning
- Charitable Giving
- Portfolio Stress Testing
- Securities Based Lending
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