I was born and raised in Southwestern Pennsylvania, where I learned my strong work ethic, values and integrity from my parents. I enjoy a variety of outdoor activities such as kayaking, fishing and hunting. My wife and I have been married for 20 years and we have three amazing children. We moved to Ocala, FL, in 2011.
I previously worked in the technology and telecommunications industry for Verizon for 20 years before making the decision to pursue my interest of helping people as a financial advisor at Edward Jones. While working at Verizon, I accomplished many goals, such as running successful stores and districts and guiding employees to offer outstanding customer service. However, what I am most proud of is my dedication to complete both of my Bachelor of Science in management and Master of Human Resource Management while working full time.
Helping you accomplish all of your financial goals is my passion. Effectively planning for your future can involve a variety of accounts and investments, including IRAs, 529's, employer-sponsored retirement plans (e.g.,401(k)), annuities, equities, mutual funds and insurance. I can help you develop a strategy for working toward your financial goals.
I serve individuals and businesses throughout the country, either in person at my office located at Ocala, FL, or by utilizing the technology that is available to meet with individuals face to face, even though we may be 1000 miles apart. I provide a highly personalized service. All aspects of my business are aligned to help me understand and meet my clients’ unique goals and needs. I would like to help provide the answers to your questions so you can make informed, financially sound decisions. Please contact me to discuss your situation and options.
- Business Retirement Plans
- Employee Stock Options
- New Investors
- Portfolio Reviews
- Retirement Income Strategies
- Socially Conscious Investing
My Personal Interests
- Mountain Biking
Phone NumberBruce D Kern at (352) 237-2029
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