
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
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