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portrait of Nicole S Pugsley
FINANCIAL ADVISOR

Nicole S Pugsley

CFP®, CEPA®
870 Long Prairie Rd Ste 160, Flower Mound, TX 75022opens in a new window
Accepting New Clients
Serving clients with $250,000
CallSend Me a Message

About Nicole

As a financial advisor, CERTIFIED FINANCIAL PLANNER™ professional and Certified Exit Planning Advisor®, my ultimate goal is to work as hard as possible to help you achieve your unique financial goals… And to have some fun along the way!

My family comes from very hard workers. My grandfather worked on the railroad, then became a consultant for the government before retiring. My dad was the first person in our family to graduate from college (I am the second) and he is now a business owner. He is the person who inspired me to be who I am today.

Growing up, I started...

Focus Areas

  • Retirement Income Strategies
  • Wealth Strategies
  • Retirement Savings Strategies
  • Intergenerational Planning
  • Estate & Legacy Strategies
  • Special Needs Financial Considerations

Work History

  • Edward JonesMarch 2017 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • CEPA®

    Certified Exit Planning Advisor®

Education

  • Texas A&M Univ,Corpus ChristiBachelors

Personal Interests

  • Scuba Diving
  • Traveling
  • Reading
  • Cooking
  • Pets

Team Members

  • Michele Mahan
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 03:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Phone

(469) 763-3241

Fax

(888) 601-9905

Office Address

870 Long Prairie Rd Ste 160
Flower Mound, TX 75022opens in a new window

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