Bruce Lacey, CIMA®SENIOR WEALTH ADVISER
Bruce Lacey is a Wealth Adviser with United Capital Financial Advisers, after having served in a capacity of Vice President – Investments with UBS Financial Services Inc. since 1997. His career in a financial role started in 1975 after graduating with a BS in Business Administration from Towson University. He achieved the distinction of Certified Public Accountant in Maryland and practiced in public accounting from 1976 to 1979. For the next 17 years, he served in various corporate financial roles as Controller and Chief Financial Officer, most notably with Aramark Corporation, where he served as CFO of 2 major subsidiaries from 1983 to 1995.
Bruce has developed a wide mix of life long clients. His approach in working with clients leverages his diverse financial background using a life relevant philosophy. Having performed in a role as CFO at the corporate level, Bruce uses this diversified financial experience to working with families, individuals and businesses that appreciate and value this comprehensive approach. The hallmark of his background is built upon the honesty and integrity associated with his 35+ years of trusted roles as a CPA, CFO and trusted Financial Advisor. Bruce is an avid golfer and loves to travel the world with his wife, Ellen.
Registered Representative of and offering securities through Cetera Advisor Networks LLC (“Cetera”), member FINRA/SIPC. Investment Advisory services offered through United Capital Financial Advisers, LLC (“United Capital”), an investment adviser registered with the SEC. Cetera is under separate ownership from any other named entity.