Bruce J. MarshallBruce J. MarshallExecutive DirectorWealth Advisor
LinkedInAbout 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
U.S. Mid-Year Outlook 2022: Can the Fed rein in inflation without causing a recession?
June 23, 2022We think so. But acknowledging risks and making a few portfolio tune-ups may help you manage whatever comes.Read Now
Vacation scams? A few simple actions can help protect you
June 23, 2022Criminals target people on the move—and more of us are, now that pandemic restrictions have lifted in many parts of the world.Read Now
Can today’s market volatility be turned into tax benefits?
June 22, 2022Tax loss harvesting can help enhance investors' after-tax returnsRead Now
Help your children make a great plan for their lives
June 22, 2022See our tips for speaking with—and empowering—adult children and grandchildrenRead Now
The Fed seems clear: Control inflation at the expense of growth
June 16, 2022Following the largest rate hike since 1994, we share five observations on a critical week for markets.Read Now
Are consumers in for a long, hot and expensive summer?
June 9, 2022U.S. retail gas prices are at all-time highs – with no ceiling in sight.Read Now
Could inflation finally be peaking?
May 25, 2022We unpack where things stand with inflation, our view, and what to do about it.Read Now
For you, is it a "great resignation" or just a "great reset"?
May 23, 2022If you’re thinking of a big change, ask us to analyze all your possibilities. Our insights may liberate, surprise and reinvigorate you.Read Now
Tax alpha: 3 steps to take today to improve your portfolio’s tax health
May 22, 2022Are you doing all you can to save on U.S. taxes?Read NowU.S. Mid-Year Outlook 2022: Can the Fed rein in inflation without causing a recession?
June 23, 2022We think so. But acknowledging risks and making a few portfolio tune-ups may help you manage whatever comes.Read NowVacation scams? A few simple actions can help protect you
June 23, 2022Criminals target people on the move—and more of us are, now that pandemic restrictions have lifted in many parts of the world.Read NowCan today’s market volatility be turned into tax benefits?
June 22, 2022Tax loss harvesting can help enhance investors' after-tax returnsRead NowHelp your children make a great plan for their lives
June 22, 2022See our tips for speaking with—and empowering—adult children and grandchildrenRead NowThe Fed seems clear: Control inflation at the expense of growth
June 16, 2022Following the largest rate hike since 1994, we share five observations on a critical week for markets.Read NowAre consumers in for a long, hot and expensive summer?
June 9, 2022U.S. retail gas prices are at all-time highs – with no ceiling in sight.Read NowCould inflation finally be peaking?
May 25, 2022We unpack where things stand with inflation, our view, and what to do about it.Read NowFor you, is it a "great resignation" or just a "great reset"?
May 23, 2022If you’re thinking of a big change, ask us to analyze all your possibilities. Our insights may liberate, surprise and reinvigorate you.Read NowTax alpha: 3 steps to take today to improve your portfolio’s tax health
May 22, 2022Are you doing all you can to save on U.S. taxes?Read Now