President – EFM, Senior Financial Advisor - RJFS
Bruce Lewin, President of Elite Financial Management, Senior Financial Advisor – RJFS, has over 25 years of professional experience in financial planning, investment strategy, and wealth management. He collaborates closely with individuals and their spouses, guiding them towards achieving their goals with a comprehensive plan to coordinate their estate planning, investment, and insurance needs. In addition to individuals, Bruce has collaborated with large companies, helping their owners and employees navigate the complexities of stock options, 401K’s, pensions, and Net Unrealized Appreciation.
Bruce began his financial career in 1996 with Dean Witter, training in the World Trade Center, New York, where he quickly excelled. Bruce was # 1 of the 144-person training class. After years of success with major Wall Street firms, Bruce decided that independence would provide him with the best tools and support to service his clients without any outside agendas or conflicts. He chose to work with Raymond James Financial Services, Inc., a full-service wealth management firm that has a stellar reputation and has been in business for 60 years. The independence that Raymond James offers is invaluable, allowing Bruce and his team the ability to make quality investments and overall financial decisions for their clients.
As an active volunteer in the community in various capacities, Bruce was nominated by the City Manager of Plano and appointed by the City Council to the Tax Increment Financing Reinvestment Board in 2006 and served thru 2008.
After growing up in Dallas, Bruce attended the University of Texas, where he met his wife Robbyn of 41 years. Having three sons and four grandchildren keeps them busy on the weekends attending their activities plus it gives them the precious commodity of time well spent with family.
Bruce is Securities licensed in 40 States.
Continuing Class Education attained by Bruce:
*Advanced Social Security Strategies
*Roth Conversion Education
*Social Security, Medicare & Government Benefits
*Planning for Health Care in Retirement
*Understanding Financial Aspects of Divorce
*Managing Retirement Income
*IRA Rollover Education
Bruce feels ongoing education is essential particularly in the Financial Planning industry. That is why he encourages you to attend.
Raymond James is not affiliated with any of the outside organizations listed above.