CoverProfile

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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