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Bruce Doner, LUTCF

Bruce Doner, LUTCF

Investment Advisor/Insurance Broker

Followers of Bruce Doner, LUTCF344 followers
location of Bruce Doner, LUTCFWest Berlin, New Jersey, United States

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  • Timeline

  • About me

    Owner, Innovative Wealth Management Services and Investment Advisor Associate of Securities America Advisors Inc.,

  • Education

    • Cherry Hill West

      1975 - 1979
      High School Degree High School 9-12

      Activities and Societies: Sigma Alpha Roe, Soccer team Pasted

    • Fairleigh Dickinson University

      1975 - 1988
      Bachelor's of Science Business and Personal/Financial Services Marketing Operations

      Activities and Societies: Sigma Omicron Beta, Lacrosse team, Tri-campus Football Champs. Marketing and finances.

  • Experience

    • Prudential Financial

      Jun 1991 - Jun 1992
      Investment Advisor/Insurance Broker

      Sold Insurance and Investment Products

    • The Phoenix Companies, Inc.

      Jun 1992 - Mar 2001
      Investment Advisor

      Work with clients in the areas of Estate and Financial Planning. Some of the services we provided were placing Insurance and investment products to meet out clients needs. We also provided services for our business clients like group health Insurance and disability insurance and Pension Plans. Income Stream and long term care products for our retiring clients

    • Innovative Wealth Management Services

      Mar 2001 - now
      Principal

      Full Service Investment and insurance firm. Specializing in Retirement income Planning, maximizing social security strategies and Medicare supplement insurance ( Medi-gap Plans).

  • Licenses & Certifications

    • LUTCF

  • Volunteer Experience

    • Board Memeber

      Issued by Katz JCC Cherry Hill NJ on Sept 1999
      Katz JCC Cherry Hill NJAssociated with Bruce Doner, LUTCF

    • Board members and Committee Chair for Washington Convention

      Issued by Jewish Federation of Southern New Jersey on Jan 1992
      Jewish Federation of Southern New JerseyAssociated with Bruce Doner, LUTCF

    • Treasurer and Golf Co-Chair

      Issued by American ORT Philadelphia Chapter on Jan 1992
      American ORT Philadelphia ChapterAssociated with Bruce Doner, LUTCF

    • Golf outting Committee Memebr

      Issued by JDRF International on Jun 1986
      JDRF InternationalAssociated with Bruce Doner, LUTCF