Bruce is a Certified Financial Planner™ and a Registered Representative with Purshe Kaplan Sterling Investments, completing the qualifying Series 7 (General Securities Representative) and Series 66 (Uniform Combined State Law) exams. He is also a registered Investment Adviser Representative with Montz Harcus Wealth Management and holds independent Life and Disability insurance licenses. Bruce graduated from Washington and Lee University in 2008 with a BA in Economics and History. Following graduation, Bruce worked in Washington, DC for General Dynamics, a fortune 500 company. At General Dynamics, Bruce worked in Finance and Business Operations and his primary roles included financial repo