Bruce L. Fleet is one of the leading financial advisers in the country. A former Wall Street brokerage “top-producing” broker and Senior Vice President of Investments for more than 20 years, he has been recognized by the media and been awarded numerous professional distinctions. He is a Certified Investment Management Analyst (CIMA) and received the Investment Strategist Certificate from the Wharton School of Business at The University of Pennsylvania, via the Investment Management Consultants Association.

Bruce was also one of Wall Street’s top corporate trainers, educating new and tenured investment executives for a major world wide brokerage firm. He is currently the managing principal and Registered Investment Advisor of Fleet Capital M