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 businesses:
• 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, 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.
During his spare time, Bruce enjoys spending time with his family, hiking, skiing, paddle-boarding, kayaking and playing the saxophone.
Services Include
- Financial Planning
- Wealth Management
- Retirement Planning
- Qualified Retirement Plans
- Sustainable Investing
- Asset Management
- Philanthropic Services
- Cash Management
- Planning for Education Funding
- Life Insurance
- Annuities
- Business Succession Planning
Securities Agent: CT, ME, OH, MD, UT, TX, CO, OR, NY, NJ, MN, AZ, WA, RI, PA, FL, WI, TN, NC, MO, NH, CA, SC, MI, MA, GA; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1395610
CA Insurance License #: 1395610