Paul J Bugbee
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Office:

690 N Broadway Ste 203
White Plains, NY 10603-2426

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Professional

Paul Bugbee began his professional career with two years at a brokerage firm, then five years at a major bank as a fixed income sales representative. In 1990 he joined the Northwestern Mutual Financial Network, drawing on his financial services knowledge and experience to create custom solutions for individual and business clients.

Before you agree to receive financial planning services, please see complete information and disclosure in the NMIS Financial Planning Brochure (also called the ADV brochure) and review the terms of NMIS Planning Engagement Agreement. These may be obtained from Paul Bugbee.

Associations and Memberships

Paul Bugbee promotes furthering industry standards as a member of the Westchester Association of Insurance and Financial Advisors and a former board member of the National Association of Insurance and Financial Advisors.

He works with other professionals involved in estate analysis and solutions as a member of the Estate Planning Council of Westchester County.

Paul Bugbee is also a member of the New York Society of Security Analysts, the Society of Financial Service Professionals and the Financial Planning Association.

Education

Degree Major Institution
Bachelor of Science Marketing State U of N.Y. (Albany)