Bruce W Burgess, CWS®
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As a Beacon Pointe Regional Director, Bruce coordinates and leads business development efforts across Beacon Pointe’s referral networks and custodial partners while also providing clients with customized wealth management solutions and plans. With over 25 years of industry experience in various roles, ranging from a Senior Financial Consultant with Charles Schwab for close to 10 years to most recently as a Private Client Advisor at JP Morgan, Bruce helps guide our clients and partners with a high level of commitment and service. He is a graduate of Stonehill College and currently holds the Certified Wealth Strategist Designation from the Cannon Institute. He lives in Beverly, MA with his wife Andrea and their three children. In his free time, Bruce is an avid sports fan and was actively involved coaching his children in all youth sports for 15 years.