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David Bruner, CFP®, CIMA®

David Bruner, CFP®, CIMA®

Associate Vice President

Followers of David Bruner, CFP®, CIMA®556 followers
location of David Bruner, CFP®, CIMA®Albuquerque, New Mexico, United States

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  • Timeline

  • About me

    Senior Vice President-Wealth Management, UBS Financial Services, Inc.

  • Education

    • United States Military Academy at West Point

      1984 - 1988
      BS Engineering

      Activities and Societies: Honor Committee West Point

  • Experience

    • Morgan Stanley

      Nov 1995 - Jan 2009
      Associate Vice President

    • UBS

      Jan 2009 - now
      Senior Vice President-Wealth Management

      CERTIFIED FINANCIAL PLANNER ™ CERTIFIED INVESTMENT MANAGEMENT ANALYST ™

  • Licenses & Certifications

    • **Registered States** AZ, CA, CO, FL, HI, IA, ID, IL, IN, KS, MD, MI, MN, MO, NE, NJ, NM, NV, NY, OH, OK, OR, TX, UT, VA, WA, WI, WY

      FINRA

  • Volunteer Experience

    • Board Member, Investment Committee

      Issued by The New Mexico Foundation on Jan 2016
      The New Mexico FoundationAssociated with David Bruner, CFP®, CIMA®

    • Board Member

      Issued by Alzheimer's Association- New Mexico Chapter on Feb 2014
      Alzheimer's Association- New Mexico ChapterAssociated with David Bruner, CFP®, CIMA®

    • Board Member

      Issued by St. Martin's Hospitality Center on Jan 2009
      St. Martin's Hospitality CenterAssociated with David Bruner, CFP®, CIMA®