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Specialties
Local Financial Advisors
The independent financial advisors at Puckett & Sturgill Financial Group use a holistic perspective and take a personalized approach to financial planning. By understanding your specific needs and desires, our team is able to design a plan that aligns with your personal values and financial objectives. Read below to learn more about our qualified staff:
Aaron M. Puckett, MBA, CFP®
LPL Financial Planner — Aaron@pswealth.com
Aaron Puckett began his career in the financial services industry in 1998 and has served as a financial advisor since 2002. He founded Puckett & Sturgill Financial Group in 2007 to provide independent financial services to a diverse clientele. Additionally, Aaron maintains meaningful relationships with several CPAs and attorneys in the community to assist clients in coordinating various components of their financial plan. Aaron earned a B.A. in Business Finance from Frostburg State University and then an MBA in Finance from Loyola College. He is also a Certified Financial Planner™ (CFP®) practitioner through the Certified Financial Planner Board of Standards.
A lifelong resident of Carroll County, Aaron lives with his wife and three children on a small family farm. For many years he has served the community through his involvement with various charitable, community, and recreational organizations…