Bobby Pugh

Bobby Pugh Email and Phone Number

Financial Planner @ Prudential Advisors
Texas, United States
Bobby Pugh's Location
Dallas-Fort Worth Metroplex, United States, United States
About Bobby Pugh

C: 469-525-8687 E: bobby.pugh@prudential.comMy first experience with the stock market came from my fifth-grade math teacher. He gave us a copy of the stock tables in our local newspaper and had us select five companies to track their highs and lows for the next 30 days as a class project. That project really piqued my interest in learning more about how money and our markets work. It became a passion that I followed moving forward, even as I entered college where I focused my studies on business and economics.As your financial planner, I believe it's important to invest my time to understand what you're working toward before you invest your money. Whether you're planning for retirement, saving for college for children or grandchildren, or just trying to protect the financial future of the ones you care for the most, we can work together to develop a unique strategy to fit your financial needs. Part of my defined process is to work closely with you, your CPA, attorney and other professionals to deliver a comprehensive strategy that leverages everyone's expertise to help you achieve your financial goals.My wife and I are the proud parents of one special needs daughter. Outside the office I spend time serving our community through our church, running with my wife and daughter as a member of Team Hoyt Texas and serving as a Team Captain for Bobby's Bunch in support of the Alzheimer's Association. Please reach out if you have questions or concerns about your specific financial needs. I look forward to getting to know you and your family. What do we offer?Financial Planning, Financial Advice, Risk Assessment, Portfolio Review, Financial Analysis, Strategic Planning, Wealth Preservation Strategies, Portfolio Strategies, Stocks, Bonds, Mutual Funds, Exchange Traded Funds, Unit Investment Trusts, Annuities, REIT's, Life Insurance, Long-Term Care Insurance, Estate & Legacy Strategies and much, much more.Call our office at 214-259-2263 or email me at bobby.pugh@prudential.com to setup a meeting.

Bobby Pugh's Current Company Details
Prudential Advisors

Prudential Advisors

View
Financial Planner
Texas, United States
Employees:
466
Bobby Pugh Work Experience Details
  • Prudential Advisors
    Financial Planner
    Prudential Advisors
    Texas, United States
  • Prudential Financial
    Financial Planner
    Prudential Financial Jan 2023 - Present
    Newark, New Jersey, Us
  • Prudential Financial
    Financial Advisor, Prudential Advisors
    Prudential Financial Dec 2021 - Jan 2023
    Newark, New Jersey, Us
  • Edward Jones
    Financial Advisor
    Edward Jones Apr 2014 - Dec 2021
    St. Louis, Mo, Us
    As your Edward Jones branch team, we believe it’s important to invest our time to understand what you’re working toward before you invest your money. Working closely with you and your CPA, attorney and other professionals, we can help determine the most appropriate financial strategy for you and your family. We can also help with your retirement savings so you have more options when you retire, regardless of what you decide to do.We strive to serve clients in an unbiased fashion with the support of a strong team of home-office professionals. At Edward Jones, we’re focused on you. We provide highly personalized service. All aspects of our business are aligned to help us better understand and meet our clients’ unique goals and needs. Specialties: Financial Assessment, Asset Allocation Strategies, Portfolio Strategies and Financial Strategies.

Bobby Pugh Skills

Financial Strategies Investments Financial Assessment Wealth Preservation Strategies Portfolio Strategies Asset Allocation Strategies Financial Services Retirement Solutions Education Savings Legacy Strategies Estate Strategies Securities Mutual Funds Small Business Entrepreneurship Life Insurance Long Term Care Insurance Personal Finance Budgeting Management Sales Training Recruiting Social Media

Bobby Pugh Education Details

  • University Of Pittsburgh
    University Of Pittsburgh
    Marketing

Frequently Asked Questions about Bobby Pugh

What company does Bobby Pugh work for?

Bobby Pugh works for Prudential Advisors

What is Bobby Pugh's role at the current company?

Bobby Pugh's current role is Financial Planner.

What is Bobby Pugh's email address?

Bobby Pugh's email address is bo****@****nes.com

What is Bobby Pugh's direct phone number?

Bobby Pugh's direct phone number is +181786*****

What schools did Bobby Pugh attend?

Bobby Pugh attended University Of Pittsburgh.

What skills is Bobby Pugh known for?

Bobby Pugh has skills like Financial Strategies, Investments, Financial Assessment, Wealth Preservation Strategies, Portfolio Strategies, Asset Allocation Strategies, Financial Services, Retirement Solutions, Education Savings, Legacy Strategies, Estate Strategies, Securities.

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