There is science and there is art; there is process and there is discernment.
Bruce spent a decade as a banker, working primarily with small business owners, helping them to become more successful on both sides of the balance sheet. He then managed a business unit with over 120 employees for a large global company, meeting budgets and providing a superior quality end-user experience.
In 2006, he became a Financial Advisor, helping families, individuals, and business owners with comprehensive planning, investment strategies and professional connections within the community.
Both planning and investing utilize tools and data. There is a science to it, a process. However, managing expectations and making sense of turbulent times requires wisdom and experience: the market, global affairs, and in personal lives. There is an art to it, discernment.
Dunham Wealth Management of Raymond James was founded in January of 2018 with a clear understanding that Life Can Be Messy. Bruce’s goal is to bring simplicity and clarity to your busy life and all of its complicated financial details.
Bruce is a graduate of UCLA with degrees in Psychology and Business Administration. He and his wife, Krista, live in Colleyville. They have two married children, three grandsons, and a black lab, named Robin.
Bruce has been active in his community for many years, both at his church and various non-profit organizations, most recently, Special Olympics. He was a Founding Board Member of the One Heart Project and served as its first Executive Director.
Raymond James is not affiliated with any organizations mentioned above.
- 1130 N Carroll Ave Ste 100 Southlake, TX 76092-5327
- T: 817.310.7880
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