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Credentials
Series 66, Series 63
Experience Industry experience
3 years
Location
Cotulla, TX
Fidelity
Institution
Kaitlyn Pugh is a Planning Consultant at Fidelity Investments, where she partners with clients and Financial Consultants to develop and maintain sustainable financial plans. She focuses on helping clients pursue their financial goals with confidence and clarity. Prior to her current role, Kaitlyn held positions as a Relationship Manager, Financial Representative, and Financial Services Representative at Fidelity Investments, all within the year 2023 and onward.
Kaitlyn is committed to building deep, long-lasting relationships with clients and supports them through various life events as part of their financial planning process. Outside of her professional responsibilities, she enjoys hiking, horseback riding, reading, skiing, and traveling.
Based on Fidelity
Cotulla, TX
Cotulla TX
Advisors at this office
1
Texas
3 years of industry experience
Fidelity Investments
2025 - Present • 1 year
Boston, MA
FIDELITY INVESTMENTS
2023 - Present • 3 years
San Antonio, TX
UnEmployed
2022 - 2023 • 1 year
Cotulla, TX
PayItForward Management Inc
2021 - 2022 • 1 year
Los Angeles, CA
Legends Country Club
2021 - 2021 • 1 year
Stephenville, TX
Somervell County
2020 - 2021 • 1 year
Glen Rose, TX
Christina's American Table
2019 - 2020 • 1 year
Granbury, TX
Tarleton State University
2019 - 2019 • 1 year
Stephenville, TX
Cotton Patch Cafe
2019 - 2019 • 1 year
Stephenville, TX
JJ Hampton Realty
2018 - 2019 • 1 year
Stephenville, TX
Eddie Flynn Cutting Horses LLC
2018 - 2018 • 1 year
Lipan, TX
Stephens, Hoover, and Associates
2018 - 2018 • 1 year
Stephenville, TX
Tarleton State University
2017 - 2021 • 4 years
Stephenville, TX
UnEmployed
2013 - 2018 • 5 years
McDavid, FL
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Is active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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