Market Information Delayed 20 Minutes
As your personal wealth manager, I view myself to be more than an investment advisor or stockbroker in the traditional sense. Many of my clients invest 300-500K or more in a diversified array of managed accounts and mutual funds, turning to me for fee-based management of most of their assets using a detailed financial plan based on long-term goals. I often invest using up to 400 alternatives in high-quality, separately managed accounts, but I may overlook portfolio minimums for anyone who desires to implement a disciplined financial strategy driven by ongoing investments. If you would like to discuss a personal investment strategy tailored to help fulfill a particular goal or meet a future need, please contact me.
Associations
- Intruder Association
Member
Virginia Beach, VA - Military Officers Association of America (MOAA)
Member
Services
- Wealth Management
- Asset Management
- Professional Portfolio Management
- Family Consulting
- Financial Planning
- Education Planning
- Retirement Planning
- Estate Planning
- Lending Services
- 401k Rollovers
- 529 Plans
- Annuities
- Life Insurance
- Long Term Care Insurance
- Exchange Traded Funds
Education and Licensing
-
Master of Arts, National Security and Strategic Studies (With Distinction): 1994
Naval War College
Newport, RI - BA - Psychology: 1975
BA - Government: 1975
Cornell University
Ithaca, NY - Financial Planning Specialist Designation
- Series 7 - General Securities License
- Series 63 - Uniform Exam
- Series 65 - Investment Advisory Agent
- Life, Health, and Variable Annuities Insurance Licensed
- Long Term Care
Honors and Recognition
- 2009-2011: Master's Club
Morgan Stanley Smith Barney - 2006 - 2008: President's Council - Smith Barney
- 2005: Century Council - Smith Barney
- 2001 - 2004: Blue Chip Council - Smith Barney
- 2001: National Pacesetter Award - Smith Barney
- Defense Superior Service Medal (2 Awards)
Department of Defense - Meritorious Service Medal (2 Awards)
United States Navy - Individual Air Medal (V)
United States Navy - East Coast Intruder of the Year Award
United States Navy
Business Experience
- 2000
- Present: Morgan Stanley Smith Barney
Senior Vice President
Financial Planning Specialist
Financial Advisor
Norfolk, VA - 1975
- 2000: United States Navy
Captain
Commanding Officer
Attack Squadron 85
A-6 Intruder Pilot
5,000 Flight Hours
900 Carrier Arrested Landings
Bulletin Board
You've worked hard to build your wealth for retirement. We can work with you to develop a plan so your wealth works just as hard - to help you get the most out of life after retirement. To learn more, call or send an email.
The introductions that we have received from our clients' business and personal contacts are greatly appreciated. If we can be of assistance to your colleagues, family or friends in helping them to achieve their financial goals, have them contact us.
What do you have in mind for your retirement? Our complimentary retirement-planning analysis can help you achieve the retirement you envision. See Financial Planning for a confidential questionnaire.
Bruce A. Weber is licensed in the following state(s):
AL, AZ, CA, CO, CT, DC, FL, GA, HI, ID, IL, IN, KY, LA, MA, MD, MN, MT, NC, NE, NJ, NV, NY, OH, OK, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI, WY
This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley Smith Barney ("MSSB") reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. MSSB does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link: http://www.morganstanley.com/disclaimers/mssbemail.html. Any profiles and associated content are for U.S. residents only
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
The securities/instruments, investments and investment strategies discussed in this material may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website do not necessarily reflect those of Morgan Stanley Smith Barney.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP, CERTIFIED FINANCIAL PLANNER and CFP (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Investment Management Consultants Association, Inc. owns the marks CIMA, Certified Investment Management Analyst (with graph element)®, and Certified Investment Management Analyst .
