Bryan Dugan
Regional Vice President at AMS Financial Solutions Group | Cincinnati Metropolitan Area
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Bryan Dugan serves as an Advisor Development Consultant at Simplicity Group, where he plays a pivotal role in empowering financial advisors to enhance their practices and deliver exceptional value to their clients. With a strong foundation in wealth accumulation and financial protection products, Bryan leverages his expertise to guide advisors in creating comprehensive, consumer-oriented financial plans that address the diverse needs of their clients. His extensive knowledge in areas such as retirement planning, estate planning, and investment strategies positions him as a trusted resource for advisors seeking to expand their service offerings.
At Simplicity Group, one of the fastest-growing partnerships in the financial services industry, Bryan is actively involved in key projects aimed at optimizing advisor performance and driving sales growth. He collaborates closely with financial institutions to develop tailored solutions that integrate life and health insurance, disability insurance, and asset management strategies. By focusing on innovative approaches to financial planning, Bryan helps advisors navigate the complexities of the market, ensuring they are well-equipped to meet the evolving demands of consumers.
Bryan's commitment to professional development is evident in his ongoing efforts to provide training and resources that empower advisors to excel in their roles. His life and health licenses, combined with his deep understanding of wholesale distribution, enable him to effectively communicate the value of Simplicity's offerings. As a result, he not only enhances the capabilities of individual advisors but also contributes to the overall growth and success of the organization. Through his leadership and expertise, Bryan Dugan continues to make a significant impact in the financial services landscape, fostering a culture of excellence and client-centric service.
Regional Vice President at AMS Financial Solutions Group in February 2025 to Present
Advisor Development Consultant at Simplicity Group in June 2024 to March 2025
Regional Vice President at InSource Inc in July 2014 to May 2024
Senior Internal Wholesaler at Western and Southern Financial Group in November 2011 to July 2014
Associate Advisor at Legacy Planning Partners in August 2008 to November 2011
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Business Planning
Territory Management
Distribution Channel Management
Life & Health Licenses
Wholesale
Financial Services
Interpersonal Communication
Retirement Planning
Wealth Management
Investments
Strategic Financial Planning
Retirement
Asset Allocation
Series 7
Estate Planning
Insurance
Financial Analysis
Securities
Mutual Funds
Disability Insurance
Investment Strategies
Asset Management
Life Insurance
Series 63
Employee Benefits
401k
Fixed Annuities
Business Relationship Management
Sales Growth
Sales Process
Financial Planning
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Discover more about AMS Financial Solutions GroupWhat is Bryan Dugan email address?
Email Bryan Dugan at [email protected] and [email protected]. This email is the most updated Bryan Dugan email found in 2026.
What is Bryan Dugan phone number?
Bryan Dugan phone number is +12407943409.
How to contact Bryan Dugan?
To contact Bryan Dugan send an email to [email protected] or [email protected]. If you want to call Bryan Dugan try calling on +12407943409. (updated on October 29, 2024)
What company does Bryan Dugan work for?
Bryan Dugan works for AMS Financial Solutions Group
What is Bryan Dugan's role at AMS Financial Solutions Group?
Bryan Dugan is Regional Vice President
What industry does Bryan Dugan work in?
Bryan Dugan works in the Insurance industry.
Bryan Dugan Email Addresses
Bryan Dugan Phone Numbers
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