Bruce W. Edwards, CFP®
Bruce is a CERTIFIED FINANCIAL PLANNERTM practitioner, an Accredited Asset Management Specialist and managing partner of Edwards & Owens Financial Strategies and Wealth Management.
Holding FINRA Series 7, 63, 24 and 51 security registrations, Bruce is an Investment Adviser Representative of Commonwealth Financial Network, a Registered Investment Adviser.
Bruce is a graduate of the State University of New York and completed graduate work at Florida Institute of Technology, leading to a certificate in financial planning.
Previously a Senior Financial Advisor associated with American Express Financial Advisors and later with Ameriprise Financial Services, Bruce brings many years of experience working for his clients as a fee-based advisor.
Being a CFP® certificant places him in a special fiduciary relationship with his clients, meaning that he is pledged to provide advice that is not only suitable, but is demonstrably in the best interests of his clients.
Helping people with their financial opportunities and challenges is what Bruce does best.
understands that asset selection, risk management, and portfolio balancing are extremely important in asset decision making and his
experiences bring these aspects together to help him present a customized approach that is not only well balanced but that also considers the potential downside risks.
In 2008, Jon joined with Bruce Edwards to form Edwards & Owens in order to serve clients even better in an independent firm that provides fee-based, unbiased advice.