Will Tuggle, CFA

Will Tuggle, CFA

Wealth Advisor

Prior to joining Sage Mountain, Will was a Vice President with Goldman Sachs. He worked as Private Wealth Advisor, in addition to advising top-level corporate executives in Ayco Executive Financial Management.

During his nearly 14 year tenure with Goldman Sachs, he advised families regarding investment strategy, portfolio management, wealth transfer, charitable planning, tax planning, and cash-flow strategy. Prior to his time as a Private Wealth Advisor, he worked as a Financial Analyst in the Private Wealth Management group where he oversaw investment portfolios and coordinated with clients to help them achieve their goals and objectives. Will grew up in Memphis, TN, before leaving home to attend the University of Georgia. He holds dual degrees from UGA in Finance and Economics. Will now lives in Marietta, and enjoys spending time with his wife, Miranda, and two children.

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