Continuing the virtuous circle of wealth

By helping you do more with what you’ve accomplished, we help ensure the continuation of your financial success and your ability to do more for the people, the business or the organization for which you’re responsible. It’s what’s known as a virtuous circle of wealth – a recurring cycle of economic events, the result of each one being able to increase the beneficial effect of the next. Everything we do is aimed at building on your achievements in order to create ever-increasing opportunities for greater good in the future.

Daniel Pugh

First Vice President, Investments

Daniel Pugh

Since 1996, Danny has built a reputation for providing personalized service to private clients, including families, trusts and estates, nonprofit entities and retirement plans. He works with clients to help manage, preserve and distribute wealth, using clearly defined objectives and guidelines established with each individual client.

Danny’s interest in investing began at an early age when his mother would invest the money he earned on the farm. Watching the money in the market – and how money grows at interest – not only fascinated Danny, it would also influence his career and education choices, including a bachelor’s degree in finance from Auburn University. Danny also holds a certificate in financial planning from Florida State University.

Along with serving his clients, Danny continues to serve his country in the Army National Guard. With more than 25 years of service, he currently holds the rank of Lieutenant Colonel as the mobilization readiness division chief for the state of Tennessee. Danny is also a veteran of Operation Noble Eagle and Operation Iraqi Freedom, and the recipient of the Bronze Star and two meritorious services medals as well as other service awards throughout his career in our nation’s military.

Danny and his wife, Karen, live in Franklin with their three sons. They are active in their church – where Danny enjoys the personal challenge of a weekly men’s bible study – and community. As someone who loves time outdoors, Danny looks forward to fishing trips with his boys. And if you are a client who likes to golf, you can expect a tee time with Danny.