About Us

As an investment professional for more than 20 years with Morgan Stanley, Bruce works on behalf of his clients to implement wealth management and retirement strategies, and to help protect and grow their wealth now and for generations to come.
Services Include
  • Life Insurance1
  • Municipal Bonds2
  • Endowments and Foundations3
  • Asset Management4
  • Certificates of Deposit5
  • Corporate Retirement Plans6
  • 529 Plans7
  • Estate Planning Strategies8
  • Financial Planning9
  • 401(k) Rollovers
  • Annuities10
  • Retirement Planning11
  • Wealth Management12
Securities Agent: AK, CA, CO, CT, DC, DE, FL, GA, IL, IN, KY, LA, MD, ME, NC, NH, NJ, NM, NY, OH, OK, PA, SC, TN, TX, UT, VA, WI, WY; Investment Advisor Representative; General Securities Representative; Managed Futures
NMLS#: 1301142
Check the background of Our Firm and Investment Professional on FINRA's BrokerCheck.*
Bruce enjoys working with clients who are involved in and passionate about their own financial future and is firmly committed to productive, long-term relationships. He believes his primary function is to continually align the right financial resources with each client’s goals, combining his insight into their unique needs with the resources and perspective of the world’s largest financial firm. At Morgan Stanley, there is a simple rule: Do what is right for the client. To accomplish this, Bruce invests himself in getting to thoroughly know each client in order to fully understand the broad scope of their financial picture.

Pursuing such a vital goal begins with listening; asking questions regarding your needs and your dreams; your tolerance for risk and your time horizon. It is part of a continuing process by which Bruce learns about you, your family and your business in order to design a flexible wealth management plan that is uniquely yours, and by which he can make the informed recommendations you require.

A former commercial pilot, Bruce is also an accomplished cyclist. He was a member of the 1980 U.S. Olympic Team and holds six U.S. National Championship titles. Bruce founded the non-profit organization COBRA, serving as liaison between the U.S. Olympic Team and the U.S. Bicycling Federation, and has been a member of the U.S. Olympic Speaker’s Bureau. He continues to pursue his love of cycling today, actively competing in master's criterium and road races throughout the world.

A former member of the Board of Directors of the Lehigh Valley Velodrome, Bruce continues to serve the community as a member of the Governor’s Board of St. Luke’s Hospital. He earned his bachelor’s degree in finance from DeSales University, and although a native of New Jersey, Bruce resides in Macungie, Pennsylvania with his wife Laura.

    Associations

    • US Bicycling Hall of Fame - Board of Directors
    • St. Luke's - Board of Governor's

    Education

    • DeSales University
    • Bachelor of Science in Finance

    Client Service Team

    • Myrald Cantley - Senior Registered Associate
      610 398-6044
      Myrald.Cantley@MorganStanley.com

    Location

    515 West Hamilton St
    7th Fl
    Allentown, PA 18101
    US
    Direct:
    (610) 398-6521(610) 398-6521
    Toll Free:
    (866) 922-5810(866) 922-5810
    Fax:
    (610) 395-0694(610) 395-0694
    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
    The Simple Six-Step Retirement Checkup

    The Simple Six-Step Retirement Checkup

    Given market volatility in 2018, checking in on your retirement plan may be one of the wisest New Year’s resolutions you can make.

    Investing

    Working closely with you to guide your wealth and investments through the most challenging market cycles.
    • Asset Management
    • Wealth Planning
    • Traditional Investments
    • Alternative Investments
    • Impact Investing
    Five Smart Strategies to Use a Bonus or Raise

    Five Smart Strategies to Use a Bonus or Raise

    Have extra money coming in? Here are ways to put your money to work for you now, so you can reap the rewards down the road.

    Family

    Creating customized financial strategies for the challenges that today's families face.
    • Estate Planning Strategies
    • 529 Plans / Education Savings Planning
    • Long Term Care Insurance
    • Special Needs Planning
    • Trust Services
    Financial Transition: A Guide for Women

    Financial Transition: A Guide for Women

    Here's how to take control of your finances if a death or divorce leaves you holding the reins.

    Business Planning

    Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
    • Succession Planning
    • Business Planning
    • Retirement Plan Sponsors
    • Qualified Retirement Plans
    • Corporate Pension Funds
    6 Keys to Building a Startup

    6 Keys to Building a Startup

    Entrepreneurs share ideas and learnings from the experience of starting a company.

    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
    A New Roadmap for Mission Alignment

    A New Roadmap for Mission Alignment

    Non-profits, foundations and endowments need to ensure that their sources of capital are in sync with their stated goals.

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    Access Morgan Stanley Online

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    Ready to start a conversation? Contact Bruce M Donaghy today.
    Market Information Delayed 20 Minutes
    1Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

    2Income generated from an investment in a municipal bond is generally exempt from federal income taxes. Some income may be subject to state and local taxes and to the federal alternative minimum tax. Capital gains, if any, are subject to tax.

    3Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.

    4Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

    5CDs are insured by the FDIC, an independent agency of the U.S. Government, up to a maximum of $250,000 (including principal and accrued interest) for all deposits held in the same insurable capacity (e.g. individual account, joint account, IRA etc.) per CD depository. Investors are responsible for monitoring the total amount held with each CD depository. All deposits at a single depository held in the same insurable capacity will be aggregated for the purposes of the applicable FDIC insurance limit, including deposits (such as bank accounts) maintained directly with the depository and CDs of the depository.

    6Tax laws are complex and subject to change. Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice and are not “fiduciaries” (under ERISA, the Internal Revenue Code or otherwise) with respect to the services or activities described herein except as otherwise provided in writing by Morgan Stanley and/or as described at www.morganstanley.com/disclosures/dol . Individuals are encouraged to consult their tax and legal advisors (a) before establishing a retirement plan or account, and (b) regarding any potential tax, ERISA and related consequences of any investments made under such plan or account.

    7Investors should consider many factors before deciding which 529 plan is appropriate. Some of these factors include: the Plan’s investment options and the historical investment performance of these options, the Plan’s flexibility and features, the reputation and expertise of the Plan’s investment manager, Plan contribution limits and the federal and state tax benefits associated with an investment in the Plan. Some states, for example, offer favorable tax treatment and other benefits to their residents only if they invest in the state’s own Qualified Tuition Program. Investors should determine their home state’s tax treatment of 529 plans when considering whether to choose an in-state or out-of-state plan. Investors should consult with their tax or legal advisor before investing in any 529 Plan or contact their state tax division for more information. Morgan Stanley Smith Barney LLC does not provide tax and/or legal advice. Investors should review a Program Disclosure Statement, which contains more information on investment options, risk factors, fees and expenses and possible tax consequences.

    8Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.

    9Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences.

    10Annuities are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

    11Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

    12Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

    The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.

    Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link: https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.

    The securities/instruments, services, investments and investment strategies discussed in this material may not be suitable for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.

    Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.

    The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.

    *References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.


    CRC 2019752 10/2018