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Tyler Pugh, CFA®, CMT

Tyler Pugh, CFA®, CMT

Vice President,
Financial Advisor

  • Roanoke, VA
  • Born to Run | Braveheart
  • Leonardo da Vinci, Cornelius Vanderbilt, and David Goggins
  • Fall asleep with a dream, wake up with a purpose.
  • Integrity, discipline, sense of humor

Financial Advisors

Tyler Pugh is a wealth management financial advisor based in Roanoke, VA.

Tyler serves as a financial advisor responsible for providing investment advisory services and comprehensive wealth management services to high-net-worth individuals, families, and institutions. He received a Bachelor of Science degree in business administration from the University of Richmond, Robins School of Business. He also holds the Chartered Financial Analyst® (CFA®) and Chartered Market Technician (CMT) designations.

Education

  • Bachelor of Science degree in business administration from the University of Richmond, Robins School of Business

Industry Designations

  • Chartered Financial Analyst® (CFA®)
  • Chartered Market Technician (CMT)
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