A native of Connecticut, Bruce has lived, raised his family and worked in central CT for most of his professional life, focusing on employee benefits and retirement planning for small and mid-size companies. In addition to the consulting services he provides for employee groups, Bruce also works with business owners and high net worth individuals to structure their personal assets for retirement.
Bruce began his career with Blue Cross and Blue Shield of MA and, throughout his tenure there, had the opportunity to work with several major corporations in the Boston area. Some of his clients included Harvard University, The Boston Globe, Raytheon Corp., Boston Gas Co. and the Commonwealth of MA state employee program.
“My experience working with large corporations while at BC/BS of MA gave me a unique perspective on how to present health insurance opportunities to smaller employers here in CT. Typically, small employers do not think they can manage their employee benefits like a Fortune 500 company can; I enjoy showing them that is not the case.”
As a successful broker and planner, Bruce has served on several advisory boards including Anthem BC/BS, CBIA, and The CT Benefits Brokers. He is the past chairman of the Middlesex YMCA and the Middlesex Community College Foundation; he currently serves on the board of Pine Grove Cemetery in Middletown. Check the background of this investment professional on FINRA BrokerCheck.
- FINRA Series 6 (Investment Companies /Variable Contracts Representative Exam)
- FINRA Series 26 (Investment products/Variable contracts principal)
- FINRA Series 63 (Uniform Securities Agent State Law Exam)
- Licensed with insurance departs of various states
Gateway Financial Partners
500 Winding Brook Drive, P.O. Box 1032
Glastonbury, CT 06033
860.652.4360 Ext 297