Not all wealth management firms are created equal. Over the past decade our firm, held to the fiduciary standard, transformed the traditional wealth management process, using it to help improve the lives of our clients. Our goal is to give genuine control over financial life. We have developed a dynamic process based on the life you want to lead and continually adapt to the changing world and your needs. After all, isn't it ensuring that you can live the life you want what a wealth manager is for? We call it Financial Life Management.
|Number of Years with Current Firm:||9|
|Assets Managed by Firm:||$21 Billion|
United Capital Financial Advisers, LLC (United Capital) provides financial life management and makes recommendations based on the specific needs and circumstances of each client. For clients with managed accounts, United Capital has discretionary authority over investment decisions. Investing involves risk and clients should carefully consider their own investment objectives and never rely on any single chart, graph or marketing piece to make decisions. Consult your tax and legal advisors regarding your specific situation. The information contained herein is intended for information only, is not a recommendation to buy or sell any securities, and should not be considered investment advice. Please contact your financial adviser with questions about your specific needs and circumstances. Registered Representative offering securities and advisory services through Cetera Advisor Networks LLC, member FINRA/SIPC. Advisory services also offered through United Capital Advisers. Cetera is under seperate ownership from any other named entity.
A well-respected East Coast Wealth Adviser, Bruce Fitzsimmons has helped people of all ages develop strategies to accumulate wealth. He tailors flexible planning solutions that help his clients pursue their current financial goals while positioning their portfolios for the future. His areas of experience include retirement planning, tax planning, estate planning and investment management.
Bruce has worked in the financial services industry since 2007. Previously, he worked for AXA Financial Advisors, specializing in insurance and financial planning. Bruce joined United Capital because he believes the firms team approach and goals-oriented process provide clients with innovative solutions rarely available at other financial planning institutions.
He holds Series 7 and 66 securities registrations, as well as Life and Health Insurance license. Bruce is a 2003 graduate of Centenary College, where he earned his degree in Business Administration.
He has been married to his wife, Susan for 7 years. They have two young daughters.A lifelong resident of New Jersey, Bruce enjoys the outdoors, sporting events and spending time with his friends and family.