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Lee Bugay, Private Wealth Advisor serving the Greenville, SC area - Ameriprise Advisors

Lee Bugay

CFP®, MBA, APMA®

Private Wealth Advisor

Managing Director of
Bugay, Watson & Associates
14
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Client Satisfaction 4.9 out of 5 rating based on 42 reviews

Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Tax Planning Strategies
  • Sustainable and Responsible Investing
  • Charitable Giving
  • Retirement Planning Strategies
  • Estate Planning Strategies

Interests

Lee passionately serves his clients, friends, and team by developing authentic relationships and having a desire to learn, grow and become better every day. He is a disciplined early morning runner and cyclist, but he also appreciates a craft beer or two at our local breweries. He is a dad joke connoisseur and adores his wife and two young children.

Awards & recognition

  • Bugay, Watson & Associates, Ameriprise Client Experience Award, 2020, 2021
  • Ameriprise Circle of Success, 2019 , 2020, 2021

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • APMA® Accredited Portfolio Management Advisor℠

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

Previous experience

  • Director of Marketing & Business Development at Canal Insurance Company, 2011 - 2014
  • Specialty Products Sales Manager at Nationwide Insurance, 2006 - 2010
  • Marketing Manager at U.S. Insurance Services, Inc., 2004 - 2006

Community participation

Meals on Wheels of Greenville - Past Board Member and Volunteer

Susan G. Komen for the Cure - Volunteer

SC Alzheimer's Association

St. Michael Lutheran Church