Team profile

What you can expect when you work with us

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with us, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress, and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.
Get started

Areas of focus

  • Retirement Income Strategies
  • Tax Planning Strategies
  • Charitable Giving
  • Investment Management
  • Women's Financial Strategies
  • Retirement Planning Strategies

Awards & recognition

  • Bugay, Watson & Associates, Forbes Best-in-State Wealth Management Teams, 2023 - 2025
  • Bugay, Watson & Associates, Ameriprise Client Experience Award, 2020 - 2024
  • Lee Bugay, Ameriprise Circle of Success, 2019 - 2024
  • Larkin Watson, Forbes Best-in-State Next-Generation Wealth Advisors, 2022-2025

Community participation

Our team is proud to sponsor the Ride to End ALZ.
Our team is proud to sponsor the Ride to End ALZ.

We’re proud to sponsor the Ride to End ALZ for the 17th consecutive year, standing alongside an incredible community working to raise $1.4 million in the fight to end Alzheimer’s.

Over three days, bikers rode from Simpsonville to Charleston, fueled by purpose, passion, and a commitment to a future without Alzheimer’s.

Thank you to every cyclist, volunteer, and donor making this journey possible — we’re honored to ride with you in spirit.

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