| Category : | Financial Services |
| Publish date : | May 10, 2016 |
| Address | 467 Nassau Court Marco Island, FL 34145 |
| Social Links : |
Bruce Graev CFP®, MBA
Wealth Advisor and
Investment Advisor Representative
With over thirty years in the financial services industry, and a CERTIFIED FINANCIAL PLANNER TM, practitioner, Bruce approaches client needs-based planning with holistic and comprehensive strategies focusing on medical practices, small business owners and high net-worth individuals. He graduated from Cornell University and Bernard M. Baruch College. He relies on the technology of the web-based wealth analysis and organizational platform to constantly assess, design and monitor each client’s progress to real and sustainable wealth.
