President | Senior Financial Advisor
With more than 33 years in the financial services industry, Bruce brings considerable skill and knowledge to the table. After establishing a successful financial services practice in Connecticut, Bruce relocated to Orlando in 1988 to expand his business. In 1994, Bruce created East Coast Financial of Central Florida, LLC.
In 1994, for several years Bruce was an instructor for the Risk Management component at the University of Central Florida.
As a registered representative, Bruce has successfully completed the FINRA sponsored Series 7 and Series 66 examinations. In addition, he holds Department of Insurance licenses for Life, Health, and Variable Annuities in Florida and a number of other states. Bruce's focus includes, but is not limited to, advanced estate planning, insurance, employee benefits, and retirement strategies.