MAS Advisors
Bruce joined WSG in April of 2015, specializing in financial and tax planning for business owners, executives, and retirees. Bruce left his ten-year tenure with FedEx Express as Senior Financial Analyst in 2012 to pursue a career in financial planning with UBS Wealth Management.
After three years of success applying a financial planning approach to money management, Bruce made the decision to join WSG. His motivation was the same as the co-founders – to move from a traditional firm to a one that favors a more personalized, unbiased approach to investment advice.
As a Certified Financial Planner professional, Bruce brings his initiative and ingenuity to help create customized plans for individual and business clients.
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MAS Advisors
MAS Advisors, LLC is an SEC Registered Investment Advisor with offices in Miami, Florida, providing asset management services for the separate accounts of private placement variable life insurance and variable annuity companies as well as for private funds.