The ability to deliver knowledgeable and timely investment ideas – especially for equity investors – is one way of adding value for the client. At Benjamin F. Edwards & Co., Bruce Buerkle guides these initiatives.

Using a variety of resources, including third-party research, stock screens, and solid stock-picking instincts, Bruce provides regular investment options to the firm’s financial advisors, and assists them with reviews of client portfolios. In addition, he prepares daily market wrap-up reports and market open summaries for the firm’s financial advisors to deliver on radio or television. He also assists with the firm’s training initiatives.

Bruce entered the securities industry as a portfolio review associate in 1980 at A.G. Edwards and eventually led the company’s Portfolio Review Department.

A Chartered Financial Analyst, Bruce earned his bachelor’s degree from the University of Florida and his M.B.A. from Vanderbilt University. He also has his Series 7, 16, and 63 licenses.

Read Bruce’s recent blog posts