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Our financial advice team


Daniel Pugh, Financial Advisor serving the Indianapolis, IN area - Ameriprise Advisors

Daniel Pugh

CFP®, APMA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
PVA Wealth Advisors
6
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

  • Christian Financial Strategies
  • Charitable Giving
  • Sustainable and Responsible Investing
  • Saving for Education
  • Tax Planning Strategies

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • APMA™ Accredited Portfolio Management Advisor™

Education

  • Indiana Wesleyan University, Bachelor of Arts in Finance

Awards & recognition

  • PVA Wealth Advisors, Forbes Best-in-State Wealth Management Teams, 2023-2025
  • Ameriprise Ultimate Digital Excellence Award, 2024
  • PVA Wealth Advisors, Ameriprise Client Experience Award, 2021-2023

Community participation

* Member/Volunteer at our church

* Our team participates in multiple service activities through the year including Second Helpings and Gleaners Food Bank

Interests

My wife, Melinda, and I live here in Indianapolis with our two dogs Archie and Maple. We live a very active lifestyle and love to travel, hike, bike, run, camp, and sip. We also love playing sports like Pickleball, Tennis, Volleyball, and Disc Golf. On a typical Saturday morning you can find us biking to a local coffee shop enjoying a coffee, a pastry, and a good book.

Honored to receive recognition

I’m excited to share that PVA Wealth Advisors has been named to the 2025 Forbes Best-in-State Wealth Management Teams list. This list includes top teams from across the industry who are committed to helping their clients stay focused on their long-term financial goals. Thank you to our clients for trusting us with your financial futures. And thank you to my remarkable team – your dedication inspires me every day.