Bryan Dugan

Bryan Dugan Email and Phone Number

IMO Internal Sales @ Prudential Financial
Cincinnati, OH, US
Bryan Dugan's Location
Cincinnati Metropolitan Area, United States, United States
Bryan Dugan's Contact Details

Bryan Dugan personal email

n/a
About Bryan Dugan

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.

Bryan Dugan's Current Company Details
Prudential Financial

Prudential Financial

View
IMO Internal Sales
Cincinnati, OH, US
Website:
prudential.com
Employees:
28358
Bryan Dugan Work Experience Details
  • Prudential Financial
    Imo Internal Sales
    Prudential Financial
    Cincinnati, Oh, Us
  • Ams Financial Solutions Group
    Regional Vice President
    Ams Financial Solutions Group
    Cincinnati, Oh, Us
  • Simplicity Group
    Advisor Development Consultant
    Simplicity Group Jun 2024 - Present
    Summit, New Jersey, Us
    Simplicity 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/
  • Insource Inc
    Regional Vice President
    Insource Inc Jul 2014 - May 2024
    Indianapolis, Indiana, Us
  • Western And Southern Financial Group
    Senior Internal Wholesaler
    Western And Southern Financial Group Nov 2011 - Jul 2014
  • Legacy Planning Partners
    Associate Advisor
    Legacy Planning Partners Aug 2008 - Nov 2011
    Plymouth Meeting, Pa, Us

Bryan Dugan Skills

Retirement Planning Retirement Wealth Management Investments Strategic Financial Planning Fixed Annuities Asset Allocation Insurance Financial Analysis Investment Strategies Life Insurance Series 7 Estate Planning Securities Mutual Funds Disability Insurance Asset Management Series 63 Employee Benefits 401k

Bryan Dugan Education Details

  • Xavier University
    Xavier University
    Economics

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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