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Ples Bruce
Financial Advisor at Edward Jones
Professional Background
Ples J. Bruce is a distinguished financial advisor at Edward Jones, where he passionately partners with individual investors to create and implement effective financial strategies tailored to meet their unique goals. With a profound commitment to impacting lives positively, Ples collaborates with his clients to define objectives such as retirement planning, education funding for children or grandchildren, and safeguarding the financial future of loved ones. Understanding that each goal is crucial, he meticulously develops actionable strategies and coordinates his efforts with a network of professionals, including Certified Public Accountants (CPAs), estate planning attorneys, and life insurance specialists and agents.
Ples recognizes the significance of unbiased representation and the value of a supportive team, which is why he focuses on a select group of entrepreneurs and families to help them navigate their financial landscapes. This approach not only fosters trust but also empowers clients to make informed financial decisions. Ples's reputation as a caring advisor stems from his dedication to education and transparency, ensuring that his clients feel confident and prepared at every step of their financial journeys.
Education and Achievements
Ples J. Bruce's academic foundation is rooted in the prestigious halls of the United States Naval Academy, located in Annapolis, Maryland, where he received his undergraduate degrees. This rigorous education equipped him with the discipline, leadership skills, and problem-solving capabilities that continue to serve him well in his financial advisory career.
In addition to his academic accomplishments, Ples holds several essential licenses and registrations that enhance his credibility as a financial advisor. He is a licensed Life Accident and Health Insurance Agent and maintains registrations with the Financial Industry Regulatory Authority (FINRA), specifically the Series 7 and Series 66 registrations. These licenses attest to his expertise and commitment to excellence in the financial services sector.
Community Involvement
Beyond his professional endeavors, Ples is deeply committed to his community and church. He dedicates his time and resources to various non-profit organizations focused on advocating for financial literacy and entrepreneurship. This involvement reflects his belief in the importance of empowering individuals through knowledge, enabling them to make sound financial decisions that pave the way for a secure future.
Having grown up in Atlanta, Ples developed a strong sense of community and a desire to give back. He currently resides in South Fulton County with his spouse, who is also his best friend. Together, they are proud parents to four adult children, and Ples continues to cherish spending time with family while promoting the value of financial education.
Notable Contributions and Experience
Ples J. Bruce's professional journey includes a diverse array of roles and responsibilities that have shaped his expertise in the financial and business sectors. He previously served as the Founder and Chief Executive Officer at Growthbrain, where he honed his skills in business development and strategic planning. His experience as a New Business Specialist and Sales Account Executive at Delta Air Lines reflects his keen insight into customer relationships and market strategies.
Throughout his career, Ples excelled in various positions, such as Principal at Datategic and Senior Accounts Manager at Dell. His role as a Business Development and Solutions Consultant at IBM and Business Development Consultant at Corporate Resource Development Inc further showcases his ability to identify opportunities and drive growth. Additionally, Ples has held leadership positions as the Regional Vice President of Sales at Aegis Group Healthcare Division and the Regional Sales Manager at Baxter Healthcare Corp, where he demonstrated his capacity to lead teams and develop winning sales strategies.
Notably, Ples's military background as a Surface Warfare Officer in the United States Navy has significantly influenced his professional persona. The leadership, resilience, and critical thinking skills he acquired during military service have been invaluable throughout his career and in his role as a financial advisor.
Conclusion
In summary, Ples J. Bruce is a dedicated financial advisor at Edward Jones with a multifaceted background that encompasses significant education, diverse professional experiences, and a strong commitment to community service. His passion for helping individuals and families achieve their financial goals is evident in his work and engagement with various organizations aimed at enhancing financial literacy. With a belief system deeply rooted in service, Ples continues to make a meaningful impact on the lives of those he serves, creating a legacy of financial empowerment for future generations.
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Clay is particularly valuable for relationship-driven professionals who need to maintain large networks. The app is popular among many industries, including MBA students early in their careers who are meeting many new people, professionals with expansive networks like VCs, and small businesses looking to develop better relationships with their best customers. Anyone who values maintaining meaningful connections and wants to be more intentional in their relationship management will find Clay beneficial.
Clay offers competitive pricing in the personal CRM market. Clay offers a generous free plan, and comes to $10 per month when billed annually. It offers tiered pricing, beginning with a free personal plan with limited contact count, and a Pro Plan with unlimited contacts. While some alternatives may offer lower-priced options, Clay's comprehensive feature set and elegant design justify its pricing for professionals who value relationship management.
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