Profil
Mr. Bill F.
Bruns, III, is Chief Operating Officer at Planning Solutions Group LLC.
He has over 15 years experience in the financial services industry.
Prior to joining Planning Solutions Group in February 2007, Mr. Bruns was the Operations Manager and Director of Client Services for WMS Partners in Towson, MD.
Mr. Bruns graduated from Towson University where he majored in business administration in 1991.
Anciens postes connus de Bill F. Bruns
| Sociétés | Poste | Fin |
|---|---|---|
WMS Partners LLC
 WMS Partners LLC Investment ManagersFinance WMS Partners LLC (WMS) is a SEC-registered investment advisor and wealth management firm headquartered in Towson, Maryland. The firm was founded by Timothy Chase, David Citron and Martin Eby in 1993 as Wealth Management Services. They are a subsidiary of WMS Partners Holdings LLC. WMS offers investment advisory services on either a discretionary or non-discretionary basis to clients who include individuals, business entities, pension and profit-sharing plans, trusts, estates and charitable organizations. | Corporate Officer/Principal | 31/12/2006 |
Formation de Bill F. Bruns
| Towson University | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 1 |
|---|---|
WMS Partners LLC
WMS Partners LLC Investment ManagersFinance WMS Partners LLC (WMS) is a SEC-registered investment advisor and wealth management firm headquartered in Towson, Maryland. The firm was founded by Timothy Chase, David Citron and Martin Eby in 1993 as Wealth Management Services. They are a subsidiary of WMS Partners Holdings LLC. WMS offers investment advisory services on either a discretionary or non-discretionary basis to clients who include individuals, business entities, pension and profit-sharing plans, trusts, estates and charitable organizations. | Finance |
