Bruce W. Beyer, AIF®
Credentials: 26 years in the Financial Services Industry | BS Finance, Cum Laude, Belmont University | Accredited Investment Fiduciary (AIF®)
Focus: Private Wealth Management /Corporate Retirement Plans/Business Disposition Planning
Bruce is an advisor with Lawing Financial with extensive experience in both Corporate Planning and Private Wealth Management. He began his practice working exclusively with high net worth business owners in areas of Estate and Business disposition planning and has evolved to also focus on Private Wealth Management and Corporate Retirement Plans. As an Accredited Investment Fiduciary, Bruce is committed to understanding best practices for Plan Sponsors in the Corporate Retirement Market and Investment Managers/Trustees in the Private Wealth Market. He enjoys and is dedicated to helping clients and their employees plan for their financial future.
Bruce lives with his wife of 23 years in Nashville TN. They both enjoy houseboating, watersports, snowskiing, travel and time with their kids, grandkids and friends.
In his spare time, Bruce and his wife are passionate about helping “Spirit of America Foundation”, a Christian based foundation dedicated to helping at risk teenagers, military personel and inmates find a purpose for their lives.