Bruce Graeber

Hi, I’m Bruce Graeber, and I approach financial advising a little differently because I come from a different place.

Before entering the world of finance, I was rooted in education. Had I followed the family tradition, I would’ve been a third-generation English teacher. That background shapes everything I do today. I see myself first and foremost as an educator, helping clients understand their financial world with clarity and confidence.

At the heart of my practice is a commitment to building Full picture, personalized financial plans. Collaborative roadmaps designed to uncover opportunities for you and your family. Together, we create strategies that reflect your values, goals, and unique circumstances.

Throughout your financial journey, you’ll be supported not only by me, but also by my dedicated associates and the robust resources of Merrill. Our goal is simple: to help you save time, reduce worry, and make the most efficient use of your wealth.

Whether you're just starting out or planning for future generations, I’m here to guide you with the same care and clarity.

Let’s build your financial future together.