About Bruce

Bruce Marshall is an Executive Director and Wealth Advisor with J.P. Morgan Wealth Management.

With 35 years of experience in financial services, Bruce is highly skilled in managing assets for a diverse range of affluent individuals and families, business owners, retirees, doctors and other successful professionals. He acquired his extensive background over the course of significant market cycles, and this differentiated insight enables him to develop and implement effective strategies for building wealth and helping clients to realize their goals.

Bruce fosters strong relationships and finds it personally rewarding to help families pursue their dreams. His mission is to provide portfolio management and targeted advisory guidance, delivered with the highest level of responsiveness and professional integrity. Whether clients seek to grow and preserve their assets, require tax mitigation strategies or are interested in retirement and education planning, he works directly with each individual to create a robust investment approach that will generate a balanced portfolio.

Born and raised in Brooklyn to a hard-working family in the shadow of Wall Street, Bruce has held a lifelong fascination with the markets. He is driven by relentless tenacity and began earning and investing money when he was 13 years old. He attended Baruch College, CUNY, where he studied Finance and Economics.

Bruce began his career as an Assistant Broker at Bear Stearns in 1986. In 1994, he joined Morgan Stanley, where he remained for nearly two decades before relocating to California and ultimately joining Wells Fargo Advisors. Bruce is pleased to bring his clients the global capabilities of J.P. Morgan, an industry leader in research and asset management. He continues to serve clients located on both coasts.

Family is everything to Bruce, and when he's not working, he spends his free time with his wife, Daniela, and their two sons. He is a big sports fan and an avid reader of both fiction and non-fiction, particularly espionage novels.

Insights

Markets

5 things on the horizon for 2025

December 6, 2024From AI infrastructure to the labor market, here’s what interests us about the year ahead.Read Now
Wealth Planning

Selecting the right assets to give to charity

December 5, 2024If you plan on charitable giving, knowing how to choose the right assets to gift may help you maximize the value of your donations.Read Now
Business

Understanding business entities

December 5, 2024If you have a business or are thinking about starting one, you’ll have to decide how you want to structure it. Your answer may differ depending on your particular goals – like asset protection, tax efficiency, or ease of transitioning your business to family members.Read Now
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