Team profile

What you can expect when you work with us

Our purpose is to help you feel confident, connected and in control of your financial life. 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.

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
  • Bugay, Watson & Associates, Ameriprise Client Experience Award, 2020 - 2022
  • Lee Bugay, Ameriprise Circle of Success, 2019 - 2022

Community participation

Our team is proud to partner with Meals on Wheels Greenville!
Our team is proud to partner with Meals on Wheels Greenville!

Our team had a blast helping pack around 1500 meals and delivering 2 routes with Meals on Wheels Greenville. We also had the privilege of awarding them a $5,000.00 grant from Ameriprise to aid in their continued efforts. We are thankful for all this incredible organization does for the Greenville community!

Honored to be recognized in Forbes

We’ve got some exciting news to share: Bugay, Watson & Associates has been named to the 2023 Forbes Best-in-State Wealth Management Teams list. We couldn’t be prouder, as this achievement reflects our shared commitment to helping our clients feel confident, connected and in control of their financial lives. A sincere thank you to our clients for your continued trust and to Forbes for the recognition.