Bruce Roberts, CFP®

Bruce is a Private Wealth Financial Advisor, Senior Vice President, and Director of Roberts Private Wealth Management. With 4 decades of experience in the financial services industry and ongoing continuous professional training, he shows the care and skills that you would expect from a professional wealth manager. He utilizes research analysts, economic experts, and the extensive resources accessible through Wells Fargo Investment Management.

Bruce offers a wide range of financial services, advising individuals, families, business owners, and institutions on how to build, grow, manage, preserve, and transition wealth.  It's not just investment wealth, but a comprehensive wealth management strategy.

Bruce and his wife Joanne raised their 3 children in South Florida, where they currently live and are active supporters of the community. He graduated with honors from the University of Florida, earning Bachelor of Science degrees in Finance and Marketing with additional studies in Economics and Accounting. He holds the prestigious Certified Financial Planner® Practitioner (CFP) designation since 1992 and is part of an elite group of financial professionals at Wells Fargo Advisors with the Private Wealth Financial Advisor title. He has also been recognized as a member of the FORBES Best-In-State Wealth Advisors 2024.

There are 4 principal cornerstones of wealth: Investments, Borrowing and Liability strategies, Insurances, and Estate Planning strategies.  He believes all are essential for growth and wealth preservation. Bruce brings these four cornerstones together through a process. It starts with listening, understanding, and learning what's most important to clients. Utilizing their goals, how they feel about risk in their lives and other criteria, he organizes their wealth accumulation strategy into a workable plan designed specifically for each client, their family, and especially their retirement. Once implemented, he consistently evaluates and reviews the plan. When or where adjustments are needed, he makes them. Life is constantly changing and evolving, so should each client’s comprehensive wealth accumulation plan.

Bruce’s personal mission is to consistently show his highest level of sincerity and conviction giving exceptional financial advice and service to clients through his actions, communications, and personal beliefs.

2024 Forbes Best-In-State Wealth Advisors: Awarded April 2024; Data compiled by SHOOK Research LLC based on the time period from 6/30/22 - 6/30/23 (Source: Forbes.com). The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.