Bruce specializes in financial and estate planning, investment management consulting, portfolio construction, asset allocation strategies and risk mitigation. Prior to joining MAG CAP, Bruce served as a Managing Director at Raymond James & Associates. A 45-year veteran of the financial services industry, he also brings a vast experience in insurance and retail banking to the benefit of his planning clients. He began his securities career in 1986 with Morgan Keegan & Co., which merged with Raymond James in 2012.
Originally from Tupelo, Mississippi, Bruce graduated in 1977 from Tulane University in New Orleans with a degree in economics. In 1979, he was granted the Chartered Life Underwriter (CLU) professional designation in insurance, financial and estate planning from the American College of Financial Services in Bryn Mawr, Pennsylvania. He also earned an MBA with a concentration in finance from Millsaps College in Jackson in 1986. Bruce is a past president and board member of the CFA Society of Mississippi, which promotes ethical and professional standards in the investment industry.
Bruce and his wife, Sheila, are the proud parents of two married daughters and their husbands, Brooke (John) and Stephanie (Ross) and two wonderful grandsons, Jack and Will.
- Master of Business Administration, Millsaps College (1986)
- Bachelor of Economics, Tulane University (1977)
- CFA Society of Mississippi, Past President & Member
- Chartered Life Underwriter (CLU), The American College, Bryn Mawr, PA (1979)