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, 2022-2024

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!

Our photos

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