Advisor profile


My approach

Bruce Mulvey - My approach photo

What you can expect when you work with me

At Ameriprise, our purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.
When you work with me, you receive:

· 1:1 financial advice based on your goals and needs.

· Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.

· Regular meetings to review your goals, progress and investments.

· Anytime access to your investments and digital tools to help you stay on track.

Feel confident about your financial future.

Bruce Mulvey - My approach photo

Areas of focus

  • Investments
  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Family Finances
  • Retirement Plan Distribution
  • Retirement Income Strategies
  • Cash Flow Management Strategies
37
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CRPC® Chartered Retirement Planning Counselor℠
  • Series 7 - General Securities Represent Examination
  • SIE - Securities Industry Essentials Examination
  • Series 63 - Uniform Securities Agent State Law Examination
  • Series 65 - Uniform Investment Adviser Law Examination

Education

  • Batchelor of Science, University of Central Florida 1982

Interests

  • Bow Hunting for white tailed deer in Kansas, Texas, Illinois, and Louisiana; and elk in Colorado when I can.
  • Wilderness hiking and camping at The Eagle Rock Loop in Arkansas, and the San Jacinto Wilderness Area in California.
  • Bible reading and teaching.
  • Hybrid Tea Rose Gardening.
  • Inland and offshore saltwater fishing with my wife from our lake house in Southwest Louisiana, as well as Venice, Louisiana, and Miami Beach, Florida..
  • Traveling to numerous locales (visiting/keeping up with our four grandchildren and new granddaughter on the way!).

Community participation

I am a Life Member of The Marine Corps League, SWLA Detachment #535, and support numerous veterans events.

Awards & recognition

  • Ameriprise Circle of Success, 2015
  • Ameriprise Client Experience Award, 2020

Previous experience

  • 1984-2013, Merrill Lynch, First Vice President Investments

Ameriprise Platinum Financial Services® Advisors

Ameriprise Platinum Financial Services Advisors are experienced in helping clients achieve their goals. They hold industry recognized financial planning credentials and maintain a high level of client satisfaction. They recognize that as a client’s assets grow, their finances can become more complex and require greater attention and expertise. Ameriprise Platinum Financial Services advisors help clients balance growth and protection through a personalized financial planning approach. Ameriprise Financial provides these advisors prioritized service and a network of expert resources to consult on complex client needs.