Bruce LedouxBruce Ledoux
Executive Director
Wealth Partner

"With over 20 years of financial planning experience, I offer my clients a significant level of personal attention by tailoring my strategies to their unique concerns."

Awards and Industry Recognition

Forbes

Top Wealth Management Teams Best-In-State
2024 • 2023
America’s Top Wealth Management Teams
2024 • 2023 • 2022
Top Wealth Advisors Best-In-State
2024

About Bruce

Bruce Ledoux is an Executive Director and Wealth Partner with J.P. Morgan Wealth Management.

As a founding member of The McPhee Haggerty Ledoux Longmire Group, Bruce's focus includes brokerage, retirement planning, cash management, banking and lending services to high-net-worth individuals and corporate executives.

With over 20 years of wealth planning experience, Bruce offers his clients a significant level of personal attention by tailoring his strategies to the unique concerns of high-net-worth families. Using a comprehensive discovery process to uncover his clients' goals, Bruce examines their tax and cash flow, wealth transfer, charitable giving and risk management expectations. He then structures portfolios that integrate an investment proposal, asset allocation, and performance analysis.

A graduate of the University of Massachusetts at Amherst, Bruce earned a B.S. in International Marketing and the Japanese Language. His financial services experience began at Merrill Lynch, where he was a Senior Vice President and Financial Advisor. After Merrill Lynch, Bruce worked at Morgan Stanley for seven years before joining J.P. Morgan in 2014.

Bruce is the founder of Guardian Angel Motorsports, a non-profit that raises money for children with disabilities. As a race car driver, he has competed professionally in the Daytona 24-hour race three times and is a multiple class winner at the Nurburgring in Germany. Bruce and his wife have three children, Emily, Colin and Ryan.

Insights

Wealth Planning

Communicating wishes when preparing for a death

December 23, 2024Communicate and plan properly to ensure that wishes are satisfied.Read Now
Retirement

Retirement planning: Contribution limits for 2025

December 23, 2024The IRS released new limits for retirement contributions for 2025. How might this impact your plans? We break it down.Read Now
Markets

Will a shutdown tarnish a banner year for U.S. markets?

December 20, 2024History suggests there will be little impact, but could this time be different?Read Now
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