Gary Zaugg - Raymond James
Spellman Capital Strategies
24711 Ahava, San Antonio, TX 78261
Photos and Videos
Member FINRA/SIPC
- Hours
- Regular Hours:
- Phones:
Main - 757-671-3331
Fax - 757-671-3332
ExtraTollFree - 800-224-7755
- Address:
- Email:
- Links:
- Categories
- Financial Planning Consultants, Financial Planners, Financial Services, Insurance, Investment Advisory Service, Investment Management
- Location
- Poole & Mahoney Bldg
- AKA
The Zaugg Financial Group, Inc.
Raymond James Financial
Zaugg Gary L
Gary L Zaugg Cfp
General Info
* Gary L. Zaugg , CFP®, ChFC®, CASL®, CDFA® * President, ZFG * Registered Principal, RJFS Gary L. Zaugg is a Certified Financial Planner professional (CFP)®, a Chartered Financial Consultant (ChFC)®, a Chartered Advisor in Senior Living (CASL)® and a Certified Divorce Financial Analyst (CDFA)®. He is also president of the Zaugg Financial Group, Inc. (ZFG) and a branch manager and registered principal of the Greater Norfolk/Hampton Roads office of Raymond James Financial Services, Inc., member FINRA/SIPC. A financial planning practitioner with more than 31 years of experience, his service style focuses proactively on money management, client ownership and control issues, and mistake avoidance techniques. Gary also specializes in developing sophisticated financial and estate plans for high-net-worth clients and their heirs, as well as coordinating strategies with his client¿s legal and accounting advisors to create and implement complex estate and tax planning techniques. Conducts frequent portfolio reviews, based on need, regardless of his client¿s locations worldwide, and maintains a high level of access and communication, which is a foundational service mark. Working with a team of highly dedicated and well-trained, licensed financial professionals, we assist and provide service to all clients, whether they are novice or seasoned investors.