Specialties
About Me
I became a financial advisor to better understand retirement planning for my own family, but quickly found a deeper purpose.
I enjoy educating people, simplifying complex decisions, and helping clients feel confident about their financial future—especially when it comes to retirement. I come from a military family and also served in the U.S. Army Reserve. I have a background in business management with over 25 years of retail management experience. After getting married, my wife, Leslie, and I lived in the San Francisco Bay Area for 20 years before relocating to Charlotte in 2015. We have a daughter, Elle, who was born in California and loves to swim. In my free time, I enjoy cars, driving, and cooking. Today, I bring my business experience and passion for education into my role at Cornerstone Advisory Group, where I specialize in retirement planning. I am committed to helping individuals and families build clear, practical strategies for the next stage of life.
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Interests & Hobbies
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Credentials
RICP, ChFC
Chartered Designations
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Disclosures
Michael E. Dugan is a Registered Representative and Investment Adviser Representative of Equity Services, Inc. Securities and investment advisory services are offered solely by Equity Services, Inc., Member FINRA/SIPC 4401 Starkey Road, PO Drawer 21209, Roanoke, VA 24018, 540-989-4600. Cornerstone Advisor Group, LLC is independent of Equity Services, Inc. Equity Services, Inc. is a Broker/Dealer and Registered Investment Adviser affiliate of NLIC. National Life Group® is a trade name of National Life Insurance Company (NLIC), Montpelier VT, and its affiliates. Cornerstone Advisor Group’s agents are independent contractors and are not employees of any National Life Group entity. Registered Representatives of Equity Services, Inc. do not offer tax or legal advice. For advice concerning your own situation, please consult with your independent tax or legal professional. Michael E. Dugan is licensed to sell securities in NC and is insurance-licensed in NC. An endorsement of this individual is not a referral of them for investment advisory services and may not reflect others’ views or experiences.