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Bruce White Location
Louisville, KY, US
Bruce White Work
2013 -now Senior Vice President, Investments @
2004 -2013 Vice President @ Morgan Keegan
1999 -2004 Financial Advisor @
1998 -1999 Regional Account Manager @
1995 -1997 Regional Sales Manager @
1992 -1995 Director of Guest Services @ Kentucky Kingdom
Bruce White Education
The American College of Financial Services
Retirement Income Certified Professional ®
2016-2017
Western Kentucky University
Bachelor of Arts (Communications/Management)
1986-1991
St. Xavier High School 1982-1986
Bruce White Skills
Retirement Planning
Investments
Securities
Finance
Financial Advisory
Small Business
Wealth Management
Sales
Series 7
Retirement
Mutual Funds
Tax
Coaching
Wealth Accumulation
Asset Allocation
Series 63
Portfolio Management
Strategic Financial Planning
Asset Management
Investment Advisory
Bruce White Summary
Bruce White, based in Louisville, KY, US, is currently a Senior Vice President, Investments at Raymond James. Bruce White brings experience from previous roles at Morgan Keegan, Prudential Financial, Emery Worldwide and Medcor. Bruce White holds a 2016 - 2017 Retirement Income Certified Professional ® @ The American College of Financial Services. With a robust skill set that includes Retirement Planning, Investments, Securities, Finance, Financial Advisory and more. Bruce White has 2 emails and 1 mobile phone numbers on RocketReach.
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