Bruce McCourt

About Bruce McCourt

Personalized financial and investment strategies Let me help you build and preserve your wealth with a personalized investment strategy. With my experience providing ongoing financial advice and asset management strategies, I can help you formulate an approach to help strengthen your portfolio’s potential, meet your financial goals and suit your risk tolerance. My goal is to prepare your portfolio to help meet all market conditions, and regularly review and adapt your strategy as your life changes. Using our exclusive Confident Retirement® approach, we’ll work together to help you feel more confident, connected, and in control of your financial life. Want to learn more? I’m happy to meet for a complimentary initial consultation whenever it’s convenient for you.Areas of Focus:• Retirement Income Strategies• Estate Planning Strategies• Saving for Education• Charitable Giving• Tax Planning Strategies• Retirement Planning Strategies• Wealth Preservation Strategies• Investments• Retirement Plan Distribution• Family FinancesAwards & Recognition: •Ameriprise Client Experience Award, 20••••21•Ameriprise Circle of Success, 20••••20•Ameriprise Diamond Ring Club, 2011CA Insurance #0F41652Please visit for important rules and disclosures about how you and I can interact on social media.

Experience

1. Private Wealth Advisor

   Ameriprise Financial Services, LLC

   Apr 1990 — Present

   We shape financial solutions for a lifetime.®Contact me at

Education

• University of Notre Dame

  Bachelor of Arts (BA)

  1985 — 1989

Skills

• Client Relationships
• Insurance Broker/Agent
• Education Planning
• Community Relations
• Customer Experience
• Protection Planning
• Ethical Character
• Business Planning
• Coaching
• Strategic Planning
• Community Service
• Strategic Partnerships
• Small Business Planning