Bryan Dugan work email
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Bryan Dugan personal email
With over a decade in the financial services industry, my journey to becoming an Advisor Development Consultant at Simplicity Group has been fueled by a passion for empowering advisors and clients in effective wealth management. Anchored in the values of education, value, and partnership, my expertise in retirement planning and employee benefits is leveraged to align with Simplicity's mission. My Series 7 certification and my dedication to providing holistic financial plans underscore my commitment to our clients' success.Since joining Simplicity Group in June 2024, my role has focused on enhancing the capabilities of financial advisors through comprehensive education and strategic planning tools. Drawing on my extensive experience at InSource Inc as a Regional Vice President, I bring a depth of knowledge in retirement solutions and employee benefits, ensuring that advisors are well-equipped to navigate the dynamic financial landscape and deliver exceptional value to their clients.
Prudential Financial
View- Website:
- prudential.com
- Employees:
- 28358
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Imo Internal SalesPrudential FinancialCincinnati, Oh, Us -
Regional Vice PresidentAms Financial Solutions GroupCincinnati, Oh, Us -
Advisor Development ConsultantSimplicity Group Jun 2024 - PresentSummit, New Jersey, UsSimplicity is the leading partner for advisors, financial institutions, and consumers by delivering the best combination of wealth accumulation and financial protection products that meet the needs of a consumer-oriented holistic financial plan. As one the fastest growing partnerships in the financial services industry, Simplicity offers an unrivalled array of tools and technologies to grow and protect wealth, which can be accessed through affiliation, outsourcing, or joining the partnership. In an ever-changing environment, Simplicity’s commitment to working in our clients’ best interest is unwavering and has always been anchored to our commitment to Education, Value, and Partnership.Education: Empowering consumers to achieve their financial goals through an educational approach to investment opportunities and risks, and the maximization of accumulation and protection strategies.Value: Delivering best-in-class service and support with financial products that meet the holistic financial planning objectives.Partnership: An unwavering commitment to building mutually-beneficial relationships that underpin long-term partnership success.https://www.simplicitygroup.com/ -
Regional Vice PresidentInsource Inc Jul 2014 - May 2024Indianapolis, Indiana, Us -
Senior Internal WholesalerWestern And Southern Financial Group Nov 2011 - Jul 2014
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Associate AdvisorLegacy Planning Partners Aug 2008 - Nov 2011Plymouth Meeting, Pa, Us
Bryan Dugan Skills
Bryan Dugan Education Details
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Xavier UniversityEconomics
Frequently Asked Questions about Bryan Dugan
What company does Bryan Dugan work for?
Bryan Dugan works for Prudential Financial
What is Bryan Dugan's role at the current company?
Bryan Dugan's current role is IMO Internal Sales.
What is Bryan Dugan's email address?
Bryan Dugan's email address is bd****@****ine.com
What schools did Bryan Dugan attend?
Bryan Dugan attended Xavier University.
What skills is Bryan Dugan known for?
Bryan Dugan has skills like Retirement Planning, Retirement, Wealth Management, Investments, Strategic Financial Planning, Fixed Annuities, Asset Allocation, Insurance, Financial Analysis, Investment Strategies, Life Insurance, Series 7.
Who are Bryan Dugan's colleagues?
Bryan Dugan's colleagues are Michael Phinesee, Rahma Sari, Erendira Gonzalez, Paul Forino, Debra Woods, Brent Deal, Steven Wulin.
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