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Graham Bruce
Graham Bruce
Senior Financial Advisor, Senior Vice President | Merrill Lynch
San Jose, California, United States
Graham Bruce
Summary
Graham Bruce is a seasoned Senior Financial Advisor and Senior Vice President at the Tucker Bruce Oliveri Group in San Jose, California. With a rich background in financial planning, he specializes in helping a diverse clientele, including multi-generational families, retirees, and non-profit organizations. His approach emphasizes goal-based financial planning, ensuring clients are on track to meet their objectives while managing risk effectively. Originally from Scotland, Graham brings a unique international perspective to his practice, having studied at St. Andrews University before relocating to the United States in 2002. He is not only dedicated to his profession but also enjoys a balanced life with his family, exploring new places, and playing the guitar in his leisure time.
Graham Bruce
Work Experience
Senior Financial Advisor, Senior Vice President at
Merrill Lynch
October 2003 - Present
Graham Bruce
Education
University of St Andrews, Attended No Degree Conferred
January 1997 - January 2001
Firrhill high school, High School Diploma/Ged
January 1991 - January 1997
Frequently Asked Questions about Graham Bruce
What is Graham Bruce email address?
Graham Bruce's primary email address is ************@ml.com. To view the full verified email and additional contact details, sign up for free with Muraena.
What company does Graham Bruce work for?
Graham Bruce is a Senior Financial Advisor, Senior Vice President at Merrill Lynch, a company specializing in Monetary Authorities-Central Bank.
Where Graham Bruce graduated from?
Graham Bruce holds a degree in from University of St Andrews.
How can I directly contact Graham Bruce?
To contact Graham Bruce directly, you can use the email address ************@ml.com. Complete contact information is available upon registration with Muraena.
Is Graham Bruce an immigrant?
Yes, Graham Bruce is an immigrant and currently based in United States
Who is Graham Bruce?
Graham Bruce is a seasoned Senior Financial Advisor and Senior Vice President at the Tucker Bruce Oliveri Group in San Jose, California. With a rich background in financial planning, he specializes in helping a diverse clientele, including multi-generational families, retirees, and non-profit organizations. His approach emphasizes goal-based financial planning, ensuring clients are on track to meet their objectives while managing risk effectively. Originally from Scotland, Graham brings a unique international perspective to his practice, having studied at St. Andrews University before relocating to the United States in 2002. He is not only dedicated to his profession but also enjoys a balanced life with his family, exploring new places, and playing the guitar in his leisure time.
Graham`s contact details
************@ml.com
Colleagues
Financial Advisor, Vice President
Wealth Management Advisor, Vice President
Wealth Management Advisor, Senior Vice President
Wealth Management Advisor, Managing Director
Senior Financial Advisor, Vice President
Wealth Management Advisor, Senior Vice President
Financial Advisor, Vice President
Financial Advisor, First Vice President
VP, Supervision Principal
Wealth Management Advisor, First Vice President-Wealth Management