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Bruce Tobin

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Bruce Tobin

Managing Director | World Investment Advisors (formerly Pensionmark)

Boston, Massachusetts, United States

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Bruce Tobin

Summary

Bruce Tobin is a seasoned financial advisor based in Boston, Massachusetts, specializing in assisting individuals in the biotech sector to optimize their workplace benefits for financial independence. With a strong educational background in Economics and International Affairs from The George Washington University, Bruce has built a successful career in financial advisory roles at notable organizations like Boston Harbor Wealth Advisors and Raymond James. His approach is characterized by a deep understanding of the financial landscape and a commitment to personalized client service. As an Executive Vice President at Boston Harbor Wealth Advisors, he plays a crucial role in guiding clients through their financial journeys. Bruce's expertise extends to navigating complex financial products and investment strategies. He is passionate about empowering clients to make informed financial decisions. Outside of work, Bruce enjoys engaging with emerging trends in financial technology and sustainability, reflecting his commitment to continuous learning and professional growth.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Emerging Technologies

Leadership Development

Organisational experience

Corporate Experience

Bruce Tobin

Work Experience

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Managing Director at

World Investment Advisors (formerly Pensionmark)

July 2024 - Present

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Managing Director at

Boston Harbor Wealth Advisors

August 2018 - Present

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Financial Advisor at

Boston Harbor Wealth Advisors

November 2016 - Present

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Financial Advisor at

Raymond James Financial, Inc.

November 2016 - July 2024

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Financial Advisor at

Ameriprise Financial Services, LLC

March 2014 - November 2016

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Bruce Tobin

Education

The George Washington University, Bachelor Of Arts (B.A.)

January 2009 - January 2013

Boston College High School

January 2005 - January 2009

Frequently Asked Questions about Bruce Tobin

What is Bruce Tobin email address?

Bruce Tobin's primary email address is ***********@raymondjames.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Bruce Tobin work for?

Bruce Tobin is a Managing Director at World Investment Advisors (formerly Pensionmark).

Where Bruce Tobin graduated from?

Bruce Tobin holds a degree in Economics And International Affairs from The George Washington University.

How can I directly contact Bruce Tobin?

To contact Bruce Tobin directly, you can use the email address ***********@raymondjames.com. Complete contact information is available upon registration with Muraena.

Who is Bruce Tobin?

Bruce Tobin is a seasoned financial advisor based in Boston, Massachusetts, specializing in assisting individuals in the biotech sector to optimize their workplace benefits for financial independence. With a strong educational background in Economics and International Affairs from The George Washington University, Bruce has built a successful career in financial advisory roles at notable organizations like Boston Harbor Wealth Advisors and Raymond James. His approach is characterized by a deep understanding of the financial landscape and a commitment to personalized client service. As an Executive Vice President at Boston Harbor Wealth Advisors, he plays a crucial role in guiding clients through their financial journeys. Bruce's expertise extends to navigating complex financial products and investment strategies. He is passionate about empowering clients to make informed financial decisions. Outside of work, Bruce enjoys engaging with emerging trends in financial technology and sustainability, reflecting his commitment to continuous learning and professional growth.

Bruce`s contact details

mail

***********@raymondjames.com

***********@ampf.com

***********@bostonharborwealth.com

Colleagues

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Molly Knapp

VP, Financial Services

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Sean O'flaherty

Managing Director

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Aif Chris Strother

Senior Vice President of Retirement Services

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Bill Alford

Associate Vice President of Wealth Management

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Cfp Clayton Boone Cfa

Managing Director and Chief Investment Officer - Wealth Management at WD Pensionmark

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Claire Chavez

Agency Chief Operating Officer

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