Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
Bruce is dedicated to helping clients reach their financial goals. He has been in the financial services industry since 1984 and with Merrill Lynch Wealth Management since 2006. He stresses a disciplined, long-term approach to investing based upon each client’s specific situation and needs. Bruce offers customized financial strategies and advice that go beyond investing in stocks and bonds to help address every aspect of their current financial situation.
Bruce offers customized advice in the following areas:
Retirement Planning Strategies
Trust and Estate Planning services working closely with family tax accountants and attorneys
Investment Planning Strategies
Business Transition Planning Strategies
Individual wealth preservation and insurance planning strategies
Bruce earned his Bachelors Degree from University of Pittsburgh, and a MBA with a concentration in finance from Loyola College. He also holds the CRPC®(Chartered Retirement Planning Counselor) and AAMS®(Accredited Asset Management Specialist) designations.
He has been active in his community with time on the Board of Directors at St Agnes Hospital Foundation and Catonsville Chamber of Commerce. He has also been involved with various networking groups, Knights of Columbus and Treasurer of the Reisterstown Owings Mills Glyndon Chamber of Commerce.
He is currently a member in the South Carrol Business Association and the Finance Commission at St. Joseph Catholic Commnnity. He served as Chair of the Finance Commission at St Joseph Catholic Church in Eldersburg, MD for 3 years.
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
University of Pittsburgh
Our experts examine the forces that are changing the world – and how they may impact your life
Supported by the global resources of Merrill, my team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.
We offer you access to the investing insights of Merrill, as well as banking, trust and fiduciary services from Bank of America to help you pursue your goals. We will work to help you stay on track, regardless of what the markets are doing.
1Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2Banking products are offered by Bank of America, N.A.
3Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
We understand that both your life and the financial markets can change over time. By periodically checking in to discuss changes in your life and revisiting your financial strategy, our goal is to help you stay on track to achieve what's most important to you.
We'll meet with you periodically to review your goals and the progress you’ve made toward reaching them. We'll also discuss any adjustments needed to your financial strategy to help you stay on course.
Your life and goals change. We can help you keep track of these changes so they can be reflected in your financial strategy.
MyMerrill is your online and mobile destination for access to your financial information, secure communications, and a robust offering of tools and capabilities
It’s easy to seamlessly integrate your Merrill Wealth Management and Bank of America banking accounts online and through our mobile apps with a single click
You can manage account security with our customizable security capabilities such as Face ID/Touch ID, one time passcode and other security features
Your advisor is a click away through our Secure Inbox and texting application
Access to your complete financial life is available with Spending & Budgeting, integrating your Merrill and Bank of America activity into a powerful tool to track your expenses and income
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, I can help you create a financial strategy that reflects your personality. Only then can I offer an approach that is built around your life priorities and the ongoing advice you need to help you manage fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
As Merrill Lynch Wealth Management Advisors, we will sort through the financial complexities of your life, helping you build a customized investment strategy to pursue your goals.
We put you first, every day.
Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill, we will build a strategy that reflects your unique needs, priorities and financial situation.
We will work to help you stay on track, regardless of what the markets are doing.