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Our financial advice team


Greg Bumgarner, Financial Advisor serving the Charleston, WV area - Ameriprise Advisors

Greg Bumgarner

Financial Advisor

FORTIFY Private Wealth Management
32
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. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Retirement Income Strategies
  • Retirement Plan Distribution
  • Family Finances
  • Wealth Preservation Strategies
  • Estate Planning Strategies

Education

  • University of Charleston, BS Computer Information Systems

Awards & recognition

  • FORTIFY Private Wealth Management, Forbes Best-in-State Wealth Management Teams, 2024

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

Community participation

National Day of Service, Salvation Army

Interests

  • Auto racing
  • Jazz festivals
  • Scuba Diving