
Bruce Edwards
Principal - Wealth Management
Parallel Advisors
United States, California, Mill Valley
About Me
Bruce was a wealth advisor at Parallel Advisors, LLC, serving the needs of high net worth individuals and families in the bay area. Bruce began his career at Morgan Stanley Dean Witter in 1996. He worked as an associate at Montgomery Securities before becoming a Private Wealth Manager at Thomas Weisel Partners (now Stifel Financial) in 1999 assisting his clients with their investment, tax, trust & estate and insurance needs. Following Stifel Financial, Bruce joined Jefferies & Company where he continued assisting high-net worth individuals and families.
Profile Information
Principal - Wealth Management
Parallel Advisors
Investment Team
Investor
RIA/Wealth Manager/Asset Manager
Mill Valley
California
United States
May 15, 2024
More profiles to browse
Michael Stephens
Principal
RM
Reed Minuth
Principal
MM
Michael Ma
Principal
VL
Victor Liao
Principal & Wealth Manager
You Might Like
PG
Patricia Gee
Operations
Manhattan Family Office
ME
Michelle Elliott
Chief Operating Officer & Senior Client Service Manager
Kowalski Financial
BW
Bill Wood
Managing Member, Principal
Nova R Wealth
PM
Prtima MISHRA1
Software Engineer
PA TEST