The Team

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.

Our Advisors

Lee Bugay

Lee Bugay

Private Wealth Advisor

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Designations

CFP®, MBA

Top Areas of Focus

  • Cash Flow Management Strategies
  • Investment Management
  • Tax Planning Strategies

Education

Bachelor of Arts - Advertising and Public Relations in 2004 from the University of South Carolina, Master of Business Administration in 2012 from the University of South Carolina

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Larkin Watson

Larkin Watson

Financial Advisor

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Designations

CFP®, APMA®

Top Areas of Focus

  • Women's Financial Strategies
  • Estate Planning Strategies
  • Domestic Partner Planning

Education

B.A. International Business and French, 2008, Converse College, Spartanburg, SC

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Van Matthews

Van Matthews

Associate Financial Advisor

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Designations

CFP®

Top Areas of Focus

  • Charitable Giving
  • Estate Planning Strategies
  • Retirement Planning Strategies

Education

B.A. Speech and Communications, 1975, Newberry College, Newberry, SC

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Roy Simmons

Associate Financial Advisor

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Designations

CFP®, CLU®, ChFC®, CASL®, RICP®

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Our Staff

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

Client Service Specialist

Assistant