Bugay, Watson & Associates

It’s never too early to begin thinking about leaving a legacy. We provide our clients personalized advice that’s consistent with their dreams and values — for today and tomorrow — and helps them pass on to their loved ones what’s important. It’s a personal and often complex process, but well worth the effort. With our experience in estate planning strategies and our exclusive Confident Retirement® approach, we help guide our clients through their options and learn how decisions could impact their entire financial situation.


Advisors

Lee Bugay

Lee Bugay

Private Wealth Advisor

Visit Lee Bugay's website
Larkin Watson

Larkin Watson

Private Wealth Advisor

Visit Larkin Watson's website
Van Matthews

Van Matthews

Associate Financial Advisor

Visit Van Matthews's website
Roy Simmons

Roy Simmons

Associate Financial Advisor

Visit Roy Simmons's website

Team

Robert Lord

Robert Lord

Paraplanner,

Investment Specialist
Kristen Spradlin

Kristen Spradlin

Client Service Manager,

Financial Planning Assistant
Veronica Jurewicz

Veronica Jurewicz

Client Relationship Manager,

Client Concierge
Brandon Mills

Brandon Mills

Client Service Specialist,

Assistant