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Bruce D. Westervelt
Bruce D. Westervelt, CFA®
Portfolio Management
First Vice President - Wealth Management
Senior Portfolio Manager
33 E. Main Street
Suite 700
Madison, WI 53703
tel: 608-283-2303
toll free: 800-356-4477
fax: 608-283-2348
Email Me
Welcome Honors Services Education Associations Experience
Welcome

Our approach to investing is based on our time-tested way of doing business. We offer our clients sound investment counsel based on our research, intellect and hard work. Whether you are beginning a relationship with our firm or broadening an existing one, we think you'll see that we offer unique advantages to you as an investor.
Honors and Recognitions
  • President's Council
    Smith Barney
  • Century Council
    Smith Barney
  • 25 Year Loyal Service Award
    Smith Barney
Services
  • Wealth Management
  • Trust Services and Accounting
  • Asset Management
  • Municipal Bonds
  • Professional Portfolio Management
  • 401k Rollovers
Education and Licensing
  • BBA - Finance, 1981
    University of Wisconsin
  • Chartered Financial Analyst®, 1992
    Association for Investment Management & Research
  • Portfolio Management Program
  • Series 7 - General Securities License
  • Series 65 - Uniform Investment Adviser Law Exam
  • Series 63 - Uniform State Exam
  • Series 3 - Commodities
  • Series 5 - Interest Rate
  • Life & Variable Annuities
Associations
  • CFA Institute
  • CFA Society of Madison
Business Experience
  • 1981 - Present: Morgan Stanley Smith Barney*
    First Vice President - Wealth Management
    Senior Portfolio Manager
    Madison, WI
Bulletin Board
  • I am very appreciative when existing clients refer friends, family, and business associates for an exploratory meeting. I will do my utmost to meet your highest expectations.
  • 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 D. Westervelt is licensed in the following state(s): AZ, CA, CO, DC, FL, HI, IL, MA, MD, MI, MN, NC, NJ, NY, OH, RI, SC, VA, VI, WI, WV
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.
*Includes years at Smith Barney, affiliates and predecessor firms.
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.
FEATURED REPORTS

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