Chad Pugh is a financial services professional with extensive experience in investment advisory and portfolio management. Currently serving as a Financial Services Representative at Magnolia Wealth Strategies, a MassMutual firm since September 2022, Chad previously held the position of Vice President and Financial Advisor at Regions Investment Solutions from November 2013 to April 2023. Prior to that, Chad worked as a Financial Advisor/Investment Representative at Whitney Bank and as a Senior Broker Vice President at Capital One Investments, where an $80 million portfolio was managed. Chad is a graduate of Louisiana State University, holding a Bachelor of Science degree in Finance.
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Magnolia Wealth Strategies, a MassMutual firm
Magnolia Wealth Strategies is a holistic personal and business financial guidance firm offering a full-range of financial solutions serving the needs of individuals, families, and businesses. Our main purpose is to help people secure their future and protect the ones they love. We also strive to serve the communities where we live and work. Everything we do is driven by our desire to build and maintain deep, meaningful relationships and make a difference in people’s lives. As one of the oldest firms in the southeast, Magnolia Wealth Strategies diverse team of over 120 financial professionals has the experience and knowledge to understand your unique situation and provide you with solutions to help you prepare for your future. Together, we can help you reach your goals. _____ Local firms are sales offices of Massachusetts Mutual Life Insurance Company (MassMutual), and are not subsidiaries of MassMutual or its affiliated companies. Securities, investment advisory, and financial planning services offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC. www.sipc.org. 3838 N Causeway Blvd., Suite 3400, Metairie, LA 70002. 504-613-2000.