Our Commitment to You

 As a Financial Advisor, Bruce manages assets for individuals, trusts, retirement plans, charitable organizations, and businesses. Through a long-term investment approach, he helps clients develop and implement strategies for building wealth and realizing their goals. Bruce’s mission is to provide objective and timely financial advice with the highest level of professional service while building and preserving wealth for our clients.

Bruce started his financial career with Raymond James & Associates as a financial advisor.  After 3 years with RJA, Bruce moved to Morgan Stanley where he worked for 7 years, before joining Wells Fargo Advisors in 2008 (formerly Wachovia Securities).  At Wells Fargo Advisors, he operated for 15 years, gaining the trust and assisting clients with retirement and wealth planning.  In 2022, Bruce moved to the independent channel of Wells Fargo Advisors Financial Network (WFAFN), as managing partner, financial advisor and branch manager of Canopy Roads Advisors. Bruce obtained a Bachelor's degree from the Florida State University, College of Business. With an emphasis on continuing education, Bruce has also earned the CERTIFIED FINANCIAL PLANNER® certification from the College for Financial Planning. For this certification, he had to complete approved educational programs, pass rigorous examinations, and meet stringent experience requirements.

Anuradha Iyer, Registered Client Associate joined the independent channel of Wells Fargo Advisors Financial Network, Canopy Roads Advisors in August 2024. She was born and brought up in India and completed her Bachelor of Commerce with major in Taxation (which she doesn’t use in her role) and has PG Diploma in Customer Relationship Management from India. She moved to the US in 2013 and began her career in Wells Fargo branch as a teller. She held different positions within the Wells Fargo branch, with her last role being a Relationship Banker. This role required her to complete FINRA licenses. She currently holds SIE (Securities Industry Essentials Exam), Series 7 (General Securities Registration), Series 66 (Uniformed Combined State Law) and Life and Variable Annuities Insurance licenses.