Bruce started his career in financial services in 1989 specializing in financial, estate and tax planning, recognizing the common link to providing sound, financial advice. He understood long before most that becoming familiar with the client as a person was crucial to providing sound investment guidance, delving into areas such as risk tolerance, lifestyle, cash flow and intergenerational needs. Once both he and the client are satisfied that all the facts have been uncovered, he formulates a plan to assist the clients in achieving their short, mid and long term goals. He prides himself on the personal attention he gives to his clients. As a father and grandfather, he enjoys dealing with multi-generations in many families, allowing him to further understand the objectives of his clients and their family needs.
Bruce started his investment career with Halpert, Oberst & Co., and then joined Morgan Stanley Wealth Management in 1990. In 2009 Bruce joined Raymond James, recognizing the broad opportunities that Raymond James allows him to utilize for the benefit of his clients. Bruce has his Series 7,63,65 from FINRA, as well as Florida Life, Annuity and Long Term Care licenses, allowing him to help any client with a number of different options. He attended Queens College in New York City with academic concentrations in economics and math. He is married, has one daughter and six grandchildren living in New Jersey. In his spare time, Bruce is an avid tennis player.