Bruce has more than 50 Years of experience in direct financial analysis, guidance, advisory and portfolio management for individuals, corporate pensions, trusts and foundations. Bruce’s investment and financial career started in 1973 as a bank officer and corporate credit analyst in Richmond, Virginia.
Bruce’s career as a Financial Advisor, started with Merrill Lynch as a Financial Advisor, then a Senior Vice-President of Investments at Wells Fargo Advisors. He realized his dream in 2017 when Bruce started his own Registered Investment Advisory (RIA) fiduciary firm.
He served in the US Army in Army Intelligence and as a Special Agent. Bruce graduated from California State University in Los Angeles with a degree in Business Administration. He is very involved in the Hilton Head community, and the car community as an enthusiast.