Bruce J. Smith III, President/Founder/Educator
Bruce J. Smith III has been recognized as one of America's premier financial advisors. Bruce is a US Navy veteran having served in the Nuclear Engineering department aboard Ballistic Missile Submarines. After leaving the military, and a short career in the commercial nuclear industry, Bruce began his full time career in financial services in 1986.
Bruce's unique insights and innovations have helped his firm's clients achieve optimum results from their personal portfolios. In addition, he has become a nationally known educator and mentor in the financial industry.
By demonstrating exceptional professional knowledge, strict ethical conduct, and outstandingclient service. Bruce's unique achievements have earned him Top of the Table status as a member of the Million Dollar Roundtable- The Premier Association of Financial Professionals®, placing him in the top 1,800 of the 3.5 million financial industry professionals worldwide.
Bruce is also creator of the FinanciallyYou financial education platform. His easy to understand financial topics air daily and weekly on a variety of radio, television, and web-based media platforms. A consumer DVD education series is also nearing release.
Team Members
Monica A. Smith- Corporate Communications
Bruce J. Smith IV- Vice President
Anthony J. Brong- Senior Managing Director
Chris Heaster- Director of Portfolio Design
11898 Arrowhead Way,
Mt. Union, PA 17066
TOLL FREE: (800) 494-9400
PHONE: (800) 494-9400
FAX: (814) 542-3308
E-mail: bruce@wealthkare.com
