Financial Planners & Advisors
Bruce Roberts is a Managing Director - Investment Officer and Fundamental Choice Portfolio Manager at The Roberts Wealth Management Group at Wells Fargo Advisors.* He has over 3 decades of experience and expertise as a professional in financial services.
His Group currently manages assets for individuals and families advising clients on their business and personal financial decisions. In addition to providing service at the highest professional level, the Group’s mission is to implement personalized financial strategies that can build, manage, protect, transition and grow their client’s money and wealth.
*Investment/Insurance Products are: not insured by the FDIC, or any Federal Government agency. Not a deposit, obligation or guaranteed by any Bank or Bank Affiliate. Subject to investment risks including possible loss of the principal amount invested. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC. Member SIPC