Bruce Addison

Hard work and self-discipline:

As a Senior Vice President at Morgan Stanley, Bruce Addison has access to Morgan Stanley’s incredible breadth of resources to help meet the complexities of today’s financial landscape. 

Bruce is committed to excellence and superior customer service. He helps families and small business:

• Plan for retirement (transitioning from the accumulation phase to the distribution phase)
• Help preserve their wealth
• Help take care of their heirs
• Help minimize taxes
• Deploy income strategies
• Implement a detailed financial plan

Bruce learned the benefits of self-discipline and hard work growing up as a commercial shell fisherman in Essex, Mass. He graduated from Saint John’s Preparatory School in Danvers, Mass., paying his own way through college and earning a bachelor’s degree in business management from the University of Massachusetts. 

Bruce believes in giving back. He has served as vice president of the Great Bay Stewards, board member of The Scituate Soccer Club, current fundraising chairman for the Piscataqua Maritime Commission, and a volunteer for SIFMA Foundations Invest It Forward which provides financial education and capital markets literacy to young American schoolchildren. 

Bruce takes advantage of Morgan Stanley’s vast network of offices, spending a great deal of time seeing his New England clients at local Morgan Stanley offices. 

An avid skier and kayaker, Bruce enjoys hiking and spending time with his family.
Services Include
  • Financial Planning1
  • Wealth Management2
  • Retirement Planning3
  • Qualified Retirement Plans4
  • Sustainable Investing5
  • Asset Management6
  • Philanthropic Services
  • Cash Management7
  • Planning for Education Funding8
  • Life Insurance9
  • Annuities10
  • Business Succession Planning11
Securities Agent: TX, NH, WI, WA, VT, UT, RI, PA, OR, OH, NY, MT, MI, ME, MD, MA, IL, FL, CT, CO, CA; Managed Futures; General Securities Representative; Investment Advisor Representative
NMLS#: 1395610
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

    Your Goals and Concerns Change as Life Changes

    • Early Career Concerns:
      Accumulating Assets
      Protecting Family
    • Late Career Concerns:
      Retirement Readiness
      Transforming assets into income
      Generating sufficient income to last your entire life
      Asset preservation
      Legacy wishes
    • In Retirement Concerns:
      Maintaining lifestyle and sufficient income
      Meeting healthcare and other unforeseen expenses
      Legacy wishes

    Socially Responsible Investing with Bruce Addison

    Click Links Below for more information:

    Transforming Passion into Action

    Do you have a passion that you'd like to transform into an actionable plan that benefits others?  I, along with our partners1 across the firm, can help you:

    • Define your charitable interests and identify nonprofits that work in those areas
    • Select charitable vehicles that may help address your needs
    • Implement plans to help ensure that your charitable dollars are well spent
    • Seek nonprofit board placements that complement your passion
    • Conduct research on specific charities and areas of charitable interest
    • Introduce you to like-minded philanthropists
    • Find ways to involve children and other family members in your giving
    • Offer Foundation Management Services, a sophisticated, turn-key, back-office solution for family and corporate foundations


    Please contact me if you have any questions or would like to discuss ways of incorporating charitable giving into your overall wealth strategy and intergenerational planning. In the meantime, to begin to identify factors that might have shaped your attitude about charitable giving, ask yourself the following questions:

    • Which childhood lessons about money related to giving have carried over into your life as an adult?
    • As you look at how you spend your time now, what activities do you enjoy the most? Which activities do you consider the most worthwhile?
    • Describe the nonprofits you support. What is your reason for giving to these organizations?
    • What single charitable gift or activity has given you the most joy?
    • Do you know how effectively the organizations you support have been using the money? Is this an important factor to you?

      Location

      1 Harbour Place
      Ste 125
      Portsmouth, NH 03801
      US
      Direct:
      (603) 422-8919(603) 422-8919
      Toll-Free:
      (800) 735-5811(800) 735-5811
      Investment and Market Perspectives

      On the Markets

      Retirement

      Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
      • 401(k) Rollovers
      • IRA Plans
      • Retirement Income Strategies
      • Retirement Plan Participants
      • Annuities
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      Investing

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      • Asset Management
      • Wealth Planning
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      Family

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      • Estate Planning Strategies
      • 529 Plans / Education Savings Planning
      • Long Term Care Insurance
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      • Succession Planning
      • Business Planning
      • Retirement Plan Sponsors
      • Qualified Retirement Plans
      • Corporate Pension Funds
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      Philanthropy

      Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
      • Endowments
      • Foundations
      • Donor Advised Funds
      • Impact Investing
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      Ready to start a conversation? Contact Bruce Addison today.
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