Capital Advisors
Jessica Pugh has built a robust career in client service within the financial sector, currently serving as a Client Service Specialist at Capital Advisors since August 2022. Prior experience includes roles as a Client Service Coordinator at Waterstone Private Wealth Management from February 2020 to July 2022, and as a Client Service Associate at Capital Advisors from April 2019 to February 2020. Jessica's background also encompasses customer service experience from WaterStone Cleaners and investment consulting at Scottrade for over a decade, in addition to holding the position of Director of Client Services at Paragon Financial Group from May 2001 to May 2004.
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Capital Advisors
Founded in 1978, Capital Advisors is a wealth management firm with over $4.5 Billion in assets under management. We offer a uniquely transparent investment process that lets you see exactly where you’re headed, every step of the way. We work with individuals and advisors to develop purposeful strategies that adjust to changing market conditions. You’ll find every member of our team to be open, accessible, objective and committed to earning your long-term trust. To learn more about us, visit capitaladv.com or email info@capitaladv.com See relevant disclosures here: https://www.capitaladv.com/disclosures/