Bruce leads financial planning and strategy development for The Starner Group of Raymond James. Bruce is a Certified Financial Planner™ professional and has earned the Private Wealth Advisor designation from Raymond James, awarded to financial advisors who have demonstrated mastery in anticipating and managing the expansive financial needs of high-net-worth individuals, families, and organizations. Bruce is widely recognized for his insurance expertise, which has led to numerous opportunities to engage with the news media. Bruce is also one of 20 financial advisors nationwide to serve on the Insured Retirement Institute (IRI) Advisor Advisory Council, an invitation-only council that provides input to the insurance industry on initiatives that impact financial advisors and their clients. A recognized expert in longevity planning, Bruce serves as a member of the Raymond James Longevity Advisory Board and holds a CLTC® (Certification in Long Term Care) designation.
Bruce completed his bachelor’s degree in English at the University of Chicago and earned an Advanced Business Management Certification from Northwestern University’s Kellogg Graduate School of Management.
A strong believer in community service, Bruce serves on the board of Vs. Theater Company and The Giving Exchange, a non-profit that provides business training and seed capital to help local leaders create self-sustainable micro-enterprises for the benefit of their communities.
Bruce is a big believer in spending quality time with family and he is the proud father of two (adult) children who have inherited his passion for roller coasters and New York sports teams.
DESIGNATIONS
- Certified Financial Planner™ Professional
- Raymond James Private Wealth Advisor
- Certified Long Term Care (CLTC®)
LICENSES
- Series 7
- Series 66
- Florida Life
- Health and Variable Annuity
MEMBERSHIP & BOARDS
- The Giving Exchange Board Member
- Raymond James Longevity Advisory Board Member
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
Raymond James is not affiliated with any of the companies mentioned.
Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact our office for information and availability.