Bruce T. Schilling, CIMA^®, CFP^®, CLU^®, ChFC^®

Bruce has over 35 years of financial planning and investment experience. His focus is in estate planning strategies, investment, and business owner planning. His practice spans the full range of financial planning for successful families including; investment management analysis, tax reduction strategies, retirement planning, business succession planning, and estate/asset preservation strategies. He specializes in the analysis, design, implementation, and ongoing review of sophisticated wealth management plans.

Bruce’s experience includes 18 years with Cigna/Sagemark Consulting (a national financial planning firm) where he directed the North Florida region and 6 years with Clark Consulting where he became knowledgeable in working with corporate executives as an executive benefits consultant. He has spent the last 6 years as Director of Financial Planning for LionsBridge Wealth Management.

He is a graduate of Clarkson University in Potsdam, NY. He attended the Wharton School of Business where he obtained his Certified Investment Management Analyst designation. He earned the CERTIFIED FINANCIAL PLANNER® certification from the College for Financial Planning in Denver in 1992, and his Chartered Life Underwriter and Chartered Financial Consultant designations from the American College in 1988.

Investments & Wealth Institute^™ (The Institute) is the owner of the certification marks "CIMA," and "Certified Investment Management Analyst." Use of CIMA, and/or Certified Investment Management Analyst signifies that the user has successfully completed The Institute's initial and ongoing credentialing requirements for wealth advisors.

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP^®, CERTIFIED FINANCIAL PLANNER^®, and CFP^® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.

The CLU^® and ChFC^® are the property of The American College of Financial Services, which reserves sole rights to its use, and is used by permission.