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Our financial advice team


Roy Simmons

Roy Simmons

CFP®, APMA®, RICP®, CLU®, CASL®

Associate Financial Advisor

Investment Specialist
Bugay, Watson & Associates
11
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website.

Interests

A true servant leader, Roy responds to the needs of both our clients and our practice with immediate action and quick resolution. He participates in client strategy discussions and supports the team by leading our Investment Committee and specializing in retirement income strategies and tax planning. Roy was the first in the nation to receive The American College Retirement Income Certified Professional (RICP®)designation. He enjoys being involved in his church community, white water rafting, playing the guitar, and entertaining family and friends.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • APMA® Accredited Portfolio Management Advisor℠
  • RICP® Retirement Income Certified Professional®
  • ChFC® Chartered Financial Consultant®
  • CLU® Chartered Life Underwriter®
  • CASL® Chartered Advisor for Senior Living®