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Scott Bruce, CFP®

Scott Bruce, CFP®

Advisor

As a CERTIFIED FINANCIAL PLANNER™ professional, Scott has been trained to focus on all aspects of a client’s financial situation. He builds financial plans that focus on the big picture and end goals, not just investments. As a 2005 graduate of Duquesne University, Scott understands first-hand how important it is to take an active role in your financial situation at a young age. Being a Millennial gives him a unique perspective on clients’ situations, especially those who are just starting out in their careers. Scott has developed a strong background in building relationships over his many years of acting as Bob’s right-hand man. Now that he is advising on his own, he will lend his own expertise and experiences to the firm’s diverse background.

As the son of Bob Bruce, Scott has seen first-hand how a career in TV can expose a person to many different people and places. Scott has lived in four different cities, taking pieces of each of them with him, such as a love of hockey from Minneapolis, cycling from Scottsdale, and a passion for the outdoors from Oklahoma City. Now, Scott considers himself a Pittsburgher at heart. His diverse background allows him to connect with people easily.

Scott also holds the FINRA Series 7 and 66 through Geneos Wealth Management, as well as his license for Life, Health, Disability, and Long-Term Care Insurance. He, along with his wife, enjoy camping, hiking, cycling, and CrossFit®.

Scott and his wife Alison have a son, Wesley, born in November 2016.