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    Bruce Smith

    Senior Benefit Consultant & Partner at OM Financial Group

    Bruce D Smith, CFA, prioritizes security in financial planning, catering to a diverse client base including credit union professionals, business owners, and high-income individuals. With expertise in strategies for income protection, investment, retirement, and estate planning, Bruce ensures his clients' financial well-being. Licensed to sell insurance in multiple states and securities in select states, he offers a comprehensive range of services through MML Investors Services, LLC. Bruce holds a Bachelor of Business Administration in Finance from Baruch College and has held key positions in various esteemed organizations, including OM Financial Group, Answers.com, Archery Capital, and others.

    Bruce Smith
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    Location

    New York, New York