Bruce Fitzsimmons

Bruce Fitzsimmons

WEALTH ADVISER

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 specialty 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 firm’s 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, Susa,n for 3 years. A lifelong resident of New Jersey, Bruce enjoys the outdoors, sporting events and spending time with his friends and family.

Investment Advisory services offered through United Capital Financial Advisers, LLC (“United Capital”), an investment adviser registered with the SEC. Registered Representative & Investment Adviser Representative of and securities and additional advisory services offered through Cetera Advisor Networks LLC (“Cetera”), member FINRA/SIPC. Cetera is under separate ownership from any other named entity.