Bruce Vogt is a highly-trained, skilled coordinator with an extensive network of professional alliances whom he brings to bear on financial situations.
Bruce's qualifications and experience in the areas of risk management, estate planning, and investments provide the background for his practice specialty: providing financial advice to small, closely-held businesses.
Bruce has a combined 38 years of experience in the corporate world. Seventeen years with a large national corporation and a large family-owned business, and 21 years in the insurance and financial services industry have given Bruce a "Common Sense" and realistic view of the issues faced by business people.
Bruce is an Investment Advisor Representative of MML Investors Services, LLC, and holds FINRA Series 6 (Investment Company Representative), 7 (General Securities Representative) and 65 (Uniform Investment Advisor) registrations. He has also earned the professional designations of Certified Family Business Specialist, Chartered Financial Consultant, Accredited Estate Planner, Chartered Life Underwriter, as well as a Masters Degree in Education.
Certified Family Business Specialist
Joining the ranks of only approximately 300 financial services professionals nationwide, Bruce Vogt has earned the Certified Family Business Specialist designation by completing a rigorous educational program at The American College in Bryn Mawr, Pennsylvania.
This achievement places him in a distinct class in the financial services industry where providing services to family-owned businesses regarding succession planning, access to business valuations, family business dynamics, and financial service products specifically tailored to family business needs is critical.