Meet Our Team

 

Tim Buggy, CFP®
Retirement Planning Specialist

Tim Buggy has been providing local and personal financial services through AXA Advisors, LLC for 30 years.  He has a passion for financial planning and sees each client on a case-by-case basis.  Tim believes in a consultative approach that helps clients identify their long-term financial goals and objectives.

After working with a wide variety of clients, Tim realized that planning for retirement can be confusing and time consuming for most individuals.  With this in mind, Tim likes to help his clients take the hassle out of retirement planning and focus on income planning and asset preservation.  He is dedicated to learning more about his clients and meeting regularly.  Tim is supported by a team of professionals that help him build long-term relationships with his clients and provide responsive customer service.

Tim received a Bachelor of Science degree from Indiana University of Pennsylvania.  He completed additional coursework at Duquesne University and currently holds a Certificate in Financial Planning, CERTIFIED FINANCIAL PLANNER™ professional (CFP®) certification.  He also received a Certificate in Retirement Planning from The Wharton School of the University of Pennsylvania.  The curriculum at Wharton was developed to provide AXA Advisors financial professionals with a higher level of preparation and knowledge to best serve the retirement needs of valued clients.  Tim currently holds a series of retirement planning workshops for professors and staff at local universities.

Tim has been happily married to his wife, Cherri, for 27 years and has three children, Kara, Sara and Timmy.  Outside the office, Tim enjoys golf and watching the Steelers.

You can reach Tim at 724-766-7836 or tim.buggy@axa-advisors.com

Meet Tim on LinkedIn

 

Securities offered through AXA Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC. Investment advisory products and services offered through AXA Advisors, LLC, an investment advisor registered with the SEC. Annuity and insurance products offered through AXA Network, LLC.  

CFP® and CERTIFIED FINANCIAL PLANNER™ are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.

 

Dave Pratti 
Associate Financial Planner

When Dave Pratti joined the AXA Advisors team in 2006, he became instantly impressed with the company’s focus on targeting specific client needs rather than a “one size fits all” model.  On a daily basis, Dave teams up with Tim to understand each client's complete financial picture and help them pursue their life goals.

In addition to financial planning and maintaining client relationships, Dave also welcomes new clients.  He assists Tim with retirement planning workshops held at local universities throughout the year.

Dave holds a Bachelor of Science degree in Business Management from Robert Morris University.  He holds a Series 7 and Series 66 registrations and Life, Accident Health Insurance licensing.  From initial client meetings, developing effective, appropriate and suitable investment strategies, Dave has become a valuable contributor to the team.

Outside of work, Dave enjoys spending time with his wife, Laura, and younger daughter Josie.  He also appreciates the great outdoors by hunting, fishing and gardening.

You can reach Dave at 724-766-7838 or dave.pratti@axa-advisors.com

Securities offered through AXA Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC. Investment advisory products and services offered through AXA Advisors, LLC, an investment advisor registered with the SEC. Annuity and insurance products offered through AXA Network, LLC.

 

Dana Balluch
Client Services Assistant

Dana Balluch is the Client Services Assistant for Pittsburgh AXA Advisors team members Tim Buggy and David Pratti.  Her primary responsibility is to act as a liaison between the client and financial professional.  She assists with basic customer service requests, including opening new accounts, completing account changes and processing client deposits.

Dana plays the role of helping to solve and prevent problems, making clients’ lives easier.  Organization and accuracy are other strong abilities that Dana possesses.

Prior to joining AXA Advisors in 2017, Dana most recently worked as a financial analyst in the healthcare industry for seven years, as well as holding other accounting positions.  In these roles, she learned the value of attention to detail and good listening skills.

Dana attended the Pennsylvania State University in University Park, PA where she received a B.S. in Accounting. 

You can reach Dana at 724-766-7837 or dana.balluch@axa-advisors.com.

Dana Balluch is not registered/licensed to offer securities, investment advisory services or insurance in any state.

 

Sheri Ward
Marketing Assistant

Sheri joined the AXA Advisors Pittsburgh office in 2014.  She serves as the team’s marketing assistant.  She is responsible for planning, developing and implementing marketing strategies and supporting retirement workshop activities.  She coordinates the website, Social Media presence, print and electronic communications.  She also assists Tim in his daily activities.

Sheri received a B.S. in Journalism from Ohio University in Athens, Ohio.  She has over 12 years of experience working in the financial services industry, where she focused on marketing and public relations activities.

Sheri enjoys spending time with her husband, Paul, and her two young girls, Siena and Sydney.  When she’s not chasing the girls, Sheri can be found reading, hiking, assisting with church youth programs and performing improv at local comedy theaters.

You can reach Sheri at 724-766-7828 or sheri.ward@axa-advisors.com

Sheri Ward is not registered/licensed to offer securities, investment advisory services or insurance in any state.