Sy Pugh - Chief Operating Officer

"I enjoy helping clients with making desirable changes in route to fulfilling their personal goals and objectives."


Chief Operating Officer

Sy is responsible for overseeing the day to day operations of Worth Financial Advisory Group, which includes client services, office and system efficiency, and talent development. A former college basketball assistant coach, he oversees the CoachNetWorth platform for college basketball coaches and has close to 20 years of experience in behavioral health services, including private practice and management in the medical, human services, and educational settings. Sy also provides oversight of the philanthropic arm of Worth Financial.

Originally from Memphis, TN, Sy earned an Associates in Applied Science from Northern Oklahoma College and a Bachelors in Social Work from Limestone College, while playing basketball at both respective schools. He also earned a Masters in Counseling from Winthrop University. He also earned the Chartered Leadership Fellow® through the American College, a managerial leadership designation specifically for financial services professionals.

He is the co-author of The Financial Shepherd: Why Dollars + Change= Sense, a contemporary and practical guide for effective money management in today’s tough economic climate. As a licensed professional counselor, his experience includes working with individual clients, families, and married couples facing financial difficulties as a result of unforeseen circumstances and/or ineffective decision making skills.

Sy is married to his lovely bride Nichole, and they have two children, Sydney & Nicholes. He is an active member of Calvary Church of Charlotte and he subscribes to the motto of “honorable ACHIEVEMENT in every field of human endeavor”. Sy is a diehard fan of the Panthers and the Hornets.