BRUCE DUNBAR

Bruce began his career in the financial services profession nearly 40 years ago and directly manages and advises on investment accounts for individual and corporate clients. Bruce is a Branch Manager, Registered Investment Advisory Representative, and a Registered Securities Principal with Raymond James Financial Services, Inc.

Bruce takes a personalized, planning-oriented approach to help clients identify and realize their goals and objectives. He teaches numerous investments seminars and workshops to individuals, corporations, and organizations. Bruce strives to offer comprehensive and understandable investment advice. His specialties include individual retirement income planning, college planning, and retirement plans for small to mid-size companies. Bruce also works with non-profit, university, and government retirement plans.

Bruce is a graduate of the University of Michigan. He and his wife Julie, an estate planning and real estate attorney, live in Ann Arbor. Their oldest son, Donald, is currently living and working in Hanoi, Vietnam. He is a poet and Virtual Reality software designer. Their son, Mark, and daughter-in-law, Stella, are parents of Charlie, Benny, and Eloise. (Bruce and Julie are thrilled grandparents). Their daughter, Caroline, and her husband, Luke, are enjoying living in Ann Arbor after several years in Chicago, IL.

Bruce is an active member of Rotary and is a past president of his club. Bruce has been involved in many other civic, church, and school organizations. He enjoys family events, flying, traveling, playing the piano, and swimming.