Bruce has more than 24 years of experience in the financial services industry. Throughout his long career, he has enjoyed being in a position to positively influence the lives of his clients and their families.
Bruce specializes in building and managing retirement income plans, and creating strategies designed to provide efficient income streams for his clients. In addition to retirement planning, his areas of focus include estate planning, insurance planning and IRA rollovers.
Bruce began his career as a financial advisor at Edward Jones & Co. In 1995, he joined A.G. Edwards & Sons, where he worked for 13 years. He then moved to Wachovia Securities (now Wells Fargo Advisors) in Farmington, where he was senior vice president of investments. He earned a bachelor’s degree in finance from Bryant College.
Originally from West Hartford, Bruce lives in Burlington with his wife, Yanina, and three children. Bruce is actively involved with the Main Street Community Foundation in Bristol. In his free time, he enjoys golf, reading and coaching.