Customer Service Financial Planning
Resume:
Bruce A. Pivar
***** ******* ***** **** *-***
Naples, Fl 34114
**********@*****.***
PROFILE
Bruce A. Pivar has been self employed as a Financial Planner and Registered Investment Advisor for over 35 years. His client base included charitable trusts, foundations, families, professional athletes, and businesses. Bruce built a large practice managing over 100 millions dollars for close to 1000 clients. Bruce’s main objective was to help each client accomplish his or her financial goals, planning for both the immediate future and long term financial goals.. Bruce’s knowledge of investment securities, estate planning, and insurance matters provided guidance in planning the various aspects of asset preservation. Bruce is a seasoned sales representative expert in prospecting new business, preparing and presenting plans, following up and closing the sales process. His focus was to build trust based relationships with decision makers. Bruces marketing strategies included cold calls, knocking on doors, seminars, and teaching adult education classes. In 2016 Bruce sold his investment advisory practice to another advisor. Now, he is looking for a new career and continue his passion as a salesman. Bruce is enthusiastic, energetic, hard working, self motivated, organized, and precise in attention to detail. EXPERIENCE
Real Estate Agent, Coldwell Banker Realty Naples, FL - 2020-Current As a Florida Licensed Realtor I assist my clients in the purchase and sale of their real estate. I sit open houses and count on referrals to find new clients. Master Boat Captain, Everglades Adventures, Naples, FL-2016-2020 As a boat captain, I provided guided tours looking for Manatees in the 10,000 Islands. I gave an informative eco-tour and took my passengers to a secluded barrier island to look for seashells.
Sales, LPL Financial, Naples, FL — 2009 to 2016
In 2009 LPL Financial, the nations largest independent broker/dealer, acquired Waterstone Financial Group. With the support of LPL Financial I advised clients in their investment needs. Concentrating on long term savings and retirement planning, I evaluated the needs and life goals of my clients and offered strategies to preserve and grow their wealth. Through Independent Financial Partners I offered fee based advisory services utilizing investment protection strategies. Sales, Waterstone Financial Group Naples, Fl — 2001-2009 As a registered representative of Waterstone Financial Group I evaluated the financial situations of my clients and, based on their needs, implemented investment programs best suited for them. In addition to assisting with portfolio management, I also offered insurance and estate planning services. Sales, Securities America Inc. Highland Park, Illinois — 1996-2001 I managed the OSJ (Office of Supervisory Jurisdiction) branch of Securities America Inc. Supervising 4 satellite branches, I operated a fee based money management program, offering customers comprehensive professional money management services. I also managed and assisted the sales reps in my branch offices in their day to day sales efforts.
Sales, Royal Alliance Associates, Inc. Highland Park, Illinois — 1994-1996 I managed a satellite branch of Royal Alliance Associates, Inc. As a registered securities principal and Certified Financial Planner I assisted my clients in their long term planning and investments.
Sales, M.B. Vick & Company, Chicago, Illinois — 1989 to 1993 I managed the life insurance and estate planning division at M.B. Vick & Company, specializing in wealth retention and capital preservation through the use of joint survivor life coverage, gifting, and trusts. I also handled escrowed, government and corporate bond sales and offered full service brokerage in stocks, mutual funds, and annuities.
Sales, Pivar Financial Services, Riverwoods, Illinois — 1983-1989 My primary responsibility as sales manager was to generate sales in the insurance division, concentrating on life and disability insurance. I also advised clients on their purchase of mutual funds.
EDUCATION
College for Financial Planning, Denver, Colorado — Designation Conferred 1988, Certified Financial Planner
St. Georges University School of Medicine, Grenada, West Indies —Attended 1982-1983
Grinnell College, Grinnell, Iowa —Degree Conferred 1981, Bachelor of Arts, Major in Biology
ACCOMPLISHMENTS
Illinois School District 113 Adult Education Program — Instructor Illinois School District 113 Water Safety Program —Coordinator American Youth Soccer Organization — Coach 1999 — 2004 Park District of Highland Park Baseball Coach 2003 Greater Naples Little League Coach 2005—2006
Collier County Flag Football Coach 2004 —2006
Naples Gators Tackle Football Coach 2007 —2010
Collier County Lacrosse Coach 2007—2009
Collier County Special Olympics Coach 2009
Barron Collier Gridiron Club - Fundraising Chairman 2010 —2012 Naples Town Hall —Endowment Chairman 2010 —2013
United States Coast Guard — Master Captain 2016
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