Bruce has over 30 years of financial planning, banking and insurance industry experience. He has developed and grown a practice which focuses on guiding individuals and businesses through the best practices of planning for retirement. A registered representative of Lincoln Financial Advisors Corp. for the past 25 years, he manages over 33,000 clients with assets exceeding $500,000,000, specializing in managing government retirement funds. He is a member of The Resource Group (TRG) an alliance of top tier professionals within the Lincoln Financial Advisors organization, connected by a common link of membership, camaraderie and caliber. Since 1998 he has acted as a steward for the New Jersey and National LOSAP programs which provide a benefit platform to local Volunteer Firefighters and EMS workers. As a Financial Planner, Bruce holds CFP®, CRPC®, and CCFS™ certifications as well as his Series 6, 63, NJ Life and Health Licenses. Bruce was elected into the Eagle Scout Hall of Fame in 2010 and served as President of the Business Association of the NJ TCTA. He continues to actively volunteer time and guidance to local and national non-profit service organizations that serve youth – a personal commitment spanning 30 years.
The Resource Group (TRG) is an internal invitation-only Nationwide Network of Top Planners within Lincoln Financial Advisors Working Together to Drive Practice Development and Provide Industry–Leading Service to Clients.
LFN Planner of the Year is an internal award is given to LFN planners each year and is based on sales, quality of service, and commitment to Lincoln’s principles, and is selected by Lincoln senior managers.