(561) 241 - 6616

Raymond James Financial Services, Inc. Member FINRA/SIPC 

301 Yamato Rd. Ste. 3160 Boca Raton, FL 33431

 

Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC  Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations withintheir applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. http://www.raymondjames.com/privacy_security/privacy_notice.htm.

SmartVestor™ is an advertising service for investing professionals. Advertising fees are not connected to any commission, portfolio, service, product, or other service offered or rendered by any SmartVestor Pros. SmartVestor Pros are subject to initial vetting by Ramsey Solutions, and they affirm a Code of Conduct. SmartVestor Pros are not employees or agents of Ramsey Solutions. Neither Ramsey Solutions nor its affiliates are engaged in rendering investing or other professional advice. Ramsey Solutions does not receive, control, access, or monitor client funds, accounts, or portfolios. Ramsey Solutions does not warrant any services of SmartVestor Pros and makes no claim or promise of any result or success of retaining a SmartVestor Pro. Your use of SmartVestor, including the decision to retain the services of any SmartVestor Pro, is at your sole discretion and risk. Any services rendered by SmartVestor Pros you contact are solely that of the SmartVestor Pro. Raymond James Financial Services does not endorse and is not associated with Dave Ramsey or the SmartVestor program. Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

  • LinkedIn Social Icon

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.

‚Äč

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.