Team profile

The Client Experience

At Bugay, Watson & Associates, the service you experience begins long before you walk through our doors and extends to the unique legacy you are investing in. Behind the scenes, we have committed to creating and providing a culture that centers on our commitment to our core values: Relationships, Service, Integrity, Education, and Excellence. These principles start with our sought-out team of uniquely gifted (and really fun!) individuals, and continue with an unparalleled team approach. In our office, we push each other to be better, we cheer each other on personally and professionally, and we share wins and losses. That kind of teamwork permeates our relationship with you too. It means that whether you are here in the office or months from your next meeting, we are cheering you on, remembering your milestones and challenges, providing you a team approach, and committed to empowering you to achieve your goals.

Awards & recognition

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