Daniel Pugh Email & Phone Number
Senior Vice President, Investments and Financial Advisor @ Raymond James
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Daniel Pugh Location
- Franklin, TN, US
Daniel Pugh Work
- 2013 -now Senior Vice President, Investments and Financial Advisor @
- 2002 -2022 Colonel, Director of Communications (G6) @ Tennessee Army National Guard
- 2007 -2013 Financial Advisor @ Morgan Keegan
- 1998 -2007 Financial Advisor @ AmSouth Investment Service
- 1989 -2002 Numerous @ Alabama Army National Guard
- 1996 -1998 Financial Advisor @
Daniel Pugh Education
- Florida State University
Certificate in Financial Planning (Financial Planning and Services)
2005-2006 - Auburn University
Bachelor's degree (Finance, General)
1990-1994
Daniel Pugh 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
- Marketing
- Mergers and Acquisitions
Daniel Pugh Summary
- Daniel Pugh, based in Franklin, TN, US, is currently a Senior Vice President, Investments and Financial Advisor at Raymond James. Daniel Pugh brings experience from previous roles at Tennessee Army National Guard, Morgan Keegan, AmSouth Investment Service and Alabama Army National Guard. Daniel Pugh holds a 2005 - 2006 Certificate in Financial Planning in Financial Planning and Services @ Florida State University. With a robust skill set that includes Wealth Management, Retirement Planning, Investments, Retirement, Securities and more. Daniel Pugh has 2 emails and 1 mobile phone numbers on RocketReach.
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