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4201 Bridgeview Drive
Fort Worth, TX 76109
Bradley Bruce 817.759.8305
Tricia Carter-Haber 817.759.8371
Directions to Branch
We believe the quality of the relationship is the single most important factor in our ability to help clients preserve and build their wealth. We strive to cultivate strong relationships through open, candid communication and mutual understanding.
Managing your wealth in today's world is complex. We dedicate substantial resources and highly focused skills to address your financial life from multiple angles. Our philosophy is, first and foremost, to help you preserve wealth.
How we apply our experience and perspective to help you preserve assets and build wealth is, we believe, what makes us different. Clients engage us to help preserve and shield what they've worked so hard for.
Bradley Bruce, CIMA®, CRPC®
Managing Director–Wealth Management
Wealth Management Advisor
Retirement Benefits Consultant
Our core business is helping you manage your financial life, and it's our relationship with you that serves as a platform for that effort. We incorporate your goals and objectives—your concerns and needs—into an individualized, long-term wealth strategy.
We assemble investment portfolios in a disciplined, methodical way. We aren't inclined to seek high, unsustainable returns in any investment category.
You can delegate to Bradley Bruce the investment management responsibilities for your portfolios, meaning he has discretion over certain investment decisions surrounding your investment strategy. Once he has confirmed your goals and life priorities, as well as identified your portfolio investment objective, time horizon, risk factor and liquidity needs, Bradley will recommend targeted asset allocations for your portfolios to help meet your specific investment objectives. Granting Bradley authority allows him to respond to market changes, price volatility and global events with the ability to make adjustments, if needed, to help your portfolio stay on track to meet your goals.
To help you monitor and assess performance, Bradley will regularly review your portfolio with you and you will receive periodic communications including monthly statements, quarterly portfolio summary updates and annual performance reports.
Clients are busy people, and our goal is to help keep them from missing valuable financial opportunities. Bruce & Haber Group isn't narrowly focused on just selecting stocks or mutual funds. Rather, we work with clients—individuals, families, business owners and enterprise executives—to develop a personalized portfolio that is simplified, and that takes a clear, steady approach to identifying and refining your specific investment strategies.
At Bruce & Haber Group, we appeal to—and work effectively with—clients who share our philosophy that wealth management is a process carried out over years and decades, not weeks or months.
We think it's important that we foster relationships that allow us to serve multiple generations of clients' families.
Using our experience and perspective, we offer financial advice and guidance to clients to help them through changing markets and unpredictable life events.
Each member of Bruce & Haber Group brings individual experiences and professional concentrations to our advisory practice. Blending our collective skill sets allows us to apply a broad, collective knowledge base when we collaborate to service client relationships.
We share a deeply held belief that clients come first—a principle that is the heritage of Merrill Lynch. When you work with Bruce & Haber Group, you can benefit from the dedication and experience of our entire team.
*Denotes that this individual is a shared resource of Bruce & Haber Group, and relationships are subject to change.
Asset allocation and diversification do not ensure a profit or protect against a loss in declining markets.
Neither Merrill Lynch nor its financial advisors provide tax, accounting or legal advice. Clients should review any planned financial transactions or arrangements that may have tax, accounting or legal implications with their personal professional advisors.
Some or all alternative investments may not be suitable for certain investors. Certain alternative investments carry significant risk and are not subject to the same regulatory oversight as mutual funds and other traditional investments. For these reasons, access to alternative investments may be limited to investors who are designated as sophisticated, high-net-worth investors.
Merrill Lynch offers a broad range of brokerage, investment advisory (including financial planning) and other services. There are important differences between brokerage and investment advisory services, including the type of advice and assistance provided, the fees charged, and the rights and obligations of the parties. It is important to understand the differences, particularly when determining a service or services to select.
All guarantees and benefits of an insurance policy are backed by the claims-paying ability of the issuing insurance company. They are not backed by Merrill Lynch or its affiliates, nor do Merrill Lynch or its affiliates make any representations or guarantees regarding the claims-paying ability of the issuing insurance company.
All annuity contract or rider guarantees, or annuity payout rates, are backed by the claims paying ability of the issuing insurance company. They are not backed by Merrill Lynch or its affiliates, nor do Merrill Lynch or its affiliates make any representations or guarantees regarding the claims-paying ability of the issuing insurance company.
Barron's magazine, Feb. 24, 2014, Top 1,200 Advisors list. Advisors considered for the "America's Top 1,200 Advisors: State-by-State" ranking have a minimum of seven years financial services experience and have been employed at their current firm for at least one year. Quantitative and qualitative measures used to determine the Advisor rankings include: client assets, return on assets, client satisfaction/retention, compliance records, and community involvement, among others. Barron's does not receive compensation from Advisors, participating firms and their affiliates, or the media in exchange for rankings. Barron's is a trademark of Dow Jones & Company, Inc. All rights
Barron's magazine, Feb. 16, 2013; Feb. 20, 2012; Feb. 22, 2010; Top 1,000 Advisors list. Advisors considered for the "America's Top 1,000 Advisors: State-by-State" ranking have a minimum of seven years financial services experience and have been employed at their current firm for at least one year. Quantitative and qualitative measures used to determine the Advisor rankings include: client assets, return on assets, client satisfaction/retention, compliance records, and community involvement, among others. Barron's does not receive compensation from Advisors, participating firms and their affiliates, or the media in exchange for rankings. Barron's is a trademark of Dow Jones & Company, Inc. All rights reserved.
The Bull Symbol, Merrill Lynch and Retirement Benefits Consultant are registered trademarks or trademarks of Bank of America Corporation.
Chartered Retirement Planning Counselor is a service mark and CRPC is a registered service mark of the College for Financial Planning.
Investment Management Consultants Association (IMCA®) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®. Use of CIMA® and Certified Investment Management Analyst® signifies that the user has successfully completed IMCA's initial and ongoing credentialing requirements for investment management consultants.
After receiving a degree in business administration from The University of Arkansas, Brad began his career with Merrill Lynch in 1988. His initial focus was on advising high-net-worth individuals and families, but his practice has expanded to advising businesses, foundations, trusts and ERISA programs in the areas of asset management, succession planning and liability management.
Brad holds a Certified Investment Management AnalystSM (CIMA®) designation from the Investment Management Consultants Association. He also holds the Chartered Retirement Planning CounselorSM (CRPC®) designation awarded by the College for Financial Planning. Bradley is a qualified portfolio manager who, in addition to providing traditional advice and guidance, can help clients pursue their objectives by building and managing his own personalized or defined strategies, which may incorporate individual stocks and bonds, Merrill Lynch model portfolios and third-party investment strategies. When servicing clients through the firm's Investment Advisory Program, a portfolio manager may manage his strategies on a discretionary basis.
Brad has been the Resident Director of the Merrill Lynch West Fort Worth office since 2006. Barron's named Bradley to its prestigious 2014 list of Top 1,200 Financial Advisors. In 2010, 2012 and 2013, he was recognized by Barron's as one of America's Top 1,000 Advisors. He is licensed as a Life and Health Insurance Agent in Texas and also holds Series 7, 9, 10, 31, 63 and 65 FINRA registrations.
Brad is active in his community, supporting Cook Children's Charities and University Little League. He coaches baseball and basketball, and plays golf in his spare time. He and his wife, Lori, are very active at the Fort Worth Country Day School with their three young children.
Tricia offers consultative financial strategies to clients, with concentrations among physicians, business owners and women. She has been with Merrill Lynch since 2003 and has more than 20 years of experience in financial services, including a decade of private banking experience. She is focused on helping individuals and families through major financial transitions in their lives. She is licensed as a Life and Health Insurance Agent in Texas and holds Series 7 and 66 FINRA registrations.
In addition to her successful career, Tricia has made an impact on people's lives with her dedicated volunteer efforts in the Fort Worth community. She is active in various organizations, having served on the boards of the Ronald McDonald House and the Samaritan House, and currently on the board of The Parenting Center & Aledo Education Foundation.
Tricia enjoys providing insight into building a successful business through speaking to various Fort Worth area groups. She frequently teaches the next generation of business leaders as a guest lecturer at the Neeley School of Business and the Women's Studies program at Texas Christian University. Tricia also speaks to investment clubs in and around Tarrant County.
Of all of her achievements and honors, Tricia is most proud of her family, including her husband and their five kids.
April, a Fort Worth native, graduated from Texas Christian University with a bachelor's degree in business administration with a major in finance, and began her career with Merrill Lynch as an intern in 1995. A leading presence in the office, April is responsible for all areas of client service and office logistics. She has a "can-do" attitude and has served on the Merrill Lynch Client Associates Board of Directors for many years. She holds the Series 7, 31, 63 and 66 FINRA registrations. April has been recognized by Merrill Lynch for her superior client service on a number of occasions. April and her husband, Patrick, live with their three children in Fort Worth.
Andy joined Merrill Lynch in 2013 after spending four years as a corporate financial analyst. He performs fund analysis, assists in trades and analyzes and compares various investment options with clients. Hardworking, diligent and positive, Andy uses his communication skills to enhance client relationships, provide a high level of client service, and support the team in helping clients actively pursue their investment goals. He holds the Series 7 and 66 FINRA registrations. Andy earned a bachelor's degree in financial information and Analysis from Clarkson University. Andy and his wife, Sara, live in Fort Worth. He enjoys playing golf and softball, and spending time in New York State's Adirondack Mountains.
After earning a bachelor's degree in marketing from Hardin-Simmons University, Cheryl joined Merrill Lynch in 2011, with nine years of financial services industry experience. She provides efficient administrative support to the team, including processing trades and assisting with client reporting, serving as a friendly point of contact who gets the job done. Cheryl handles various administrative service aspects of 401(k)s and annuities, coordinates client events, assists clients with their day-to-day needs, schedules client appointments and helps the financial advisors prepare for reviews. Cheryl works to meet client needs in a timely manner, offering proactive service while keeping an open line of communication with clients regarding their accounts. She is licensed as a Life and Health Insurance Agent in Texas and holds the Series 6, 7 and 66 FINRA registrations. Cheryl and her husband, Grant, live in Fort Worth with their two children.
You may also benefit from the experience of a wealth management banker from Bank of America, N.A., who can provide strategic and personalized banking guidance focused on your needs. Working together, your financial advisor team and Wealth Management Banker can draw upon an expansive array of cash management, credit and other lending solutions designed to fit into your overall financial strategy and help you pursue your financial objectives. Bradford Hutchins, Vice President, Wealth Management Banker, supports your financial advisor team. Bradford has been in the banking industry since 1998 and joined Bank of America in 1998.
*Denotes that this individual is a shared resource of Bruce & Haber Group, and relationships are subject to change.
Bradley Bruce is registered to do business in:AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
Andrew Preisendanz is registered to do business in:MD, MS, NE, NH, NY, TX
Susan Dunlap is registered to do business in:AR, CA, FL, IL, LA, NC, NM, OK, SC, TX
Privacy & Security
Investing in securities involves risks, and there is always the potential of losing money when you invest in securities.
Neither Merrill Lynch nor any of its affiliates or financial advisors provide legal, tax or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions. Asset allocation, diversification and rebalancing do not ensure a profit or protect against loss in declining markets.
Investment products, insurance and annuity products:
Merrill Lynch makes available products and services offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated (MLPF&S), a registered broker-dealer and Member Securities Investor Protection Corporation (SIPC), and other subsidiaries of Bank of America Corporation. Insurance and annuity products are offered through Merrill Lynch Life Agency Inc., a licensed insurance agency and wholly owned subsidiary of Bank of America Corporation.
Trust and fiduciary services are provided by Merrill Lynch Trust Company, a division of Bank of America, N.A. Banking products are provided by Bank of America, N.A. and affiliated banks, Members FDIC and wholly owned subsidiaries of Bank of America Corporation.
MLPF&S and Merrill Lynch Trust Company make available investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation or in which Bank of America Corporation has a substantial economic interest, including BofA® Global Capital Management.
Banking products are provided by Bank of America, N.A., and affiliated banks, members FDIC and wholly owned subsidiaries of BofA Corp.
Bank of America, N.A., and Merrill Lynch Life Agency Inc. are wholly owned subsidiaries of Bank of America Corporation.