Claudia Bruce
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Claudia Bruce Email & Phone Number

Associate Financial Planner at McLean Asset Management
Location: Washington Dc-Baltimore Area, United States 9 work roles 2 schools
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✓ Verified August 2026 3 data sources Profile completeness 86%

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Current company
McLean Asset Management
Role
Associate Financial Planner
Location
Washington Dc-Baltimore Area, United States
Company size
37 employees

Who is Claudia Bruce? Overview

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Quick answer

Claudia Bruce is listed as Associate Financial Planner at McLean Asset Management, a with 37 employees, based in Washington Dc-Baltimore Area, United States. AeroLeads shows a matched LinkedIn profile for Claudia Bruce.

Claudia Bruce previously worked as Financial Planning Student at Virginia Tech and Lab Operator at Virginia Tech Math Emporium. Claudia Bruce holds Bachelor Of Science - Bs, Financial Planning And Wealth Management from Virginia Tech.

Company email context

Email format at McLean Asset Management

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McLean Asset Management

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Profile bio

About Claudia Bruce

Claudia Bruce is a Associate Financial Planner at McLean Asset Management.

Current workplace

Claudia Bruce's current company

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McLean Asset Management
Mclean Asset Management
Associate Financial Planner
virginia, united states
Website
mcleanam.com
Employees
37
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9 roles

Claudia Bruce work experience

A career timeline built from the work history available for this profile.

Financial Planning Student

Virginia Tech

Blacksburg, Virginia, United States

Sep 2019 - May 2023

Lab Operator

Virginia Tech Math Emporium

Blacksburg, Virginia, United States

• Assist 100+ students per shift by resolving technical problems and advising solutions to improve experience• Maintain and follow the Virginia Tech Honor Code with integrity while proctoring exams• Perform administrative and customer service duties with attention to Covid-19 protocols

Sep 2021 - Dec 2022

Financial Planning Intern

Yeske Buie

Vienna, Virginia, United States

• Added value to 25 client meetings with diligent note-taking and detailed documentation• Built financial hygiene reports for client meetings using MoneyTree software• Led compliance efforts by training employees to utilize DocuSign forms in accordance with new SEC compliance regulations• Created marketing collateral using Canva for upcoming client event• Assisted the team in client relationship management by leveraging Salesforce features and reports

May 2022 - Aug 2022

Financial Planning Intern

The Kelly Group- Financial Planning And Wealth Management Services

Bel Air, Maryland, United States

• Assisted planners in preparing for client meetings by gathering information from clients directly and from Redtail• Attended multiple client meetings and attentively transcribed notes for the client files• Gained exposure to MoneyGuidePro by building a plan for myself including long-term investments and retirement goals• Actively participated in weekly meetings to discuss current events in the market and industry trends

Jun 2021 - Aug 2021

Kona Ice Crew

Kona Ice

Elkton, Maryland, United States

• Independently traveled to various events and neighborhoods throughout Maryland and Delaware to supply Kona Ice desserts, with attention to COVID – 19 food services protocol• Managed an event schedule in a timely manner to ensure proper food distribution

May 2020 - Aug 2020

Food Preparation And Front Desk

Lighthouse Pools

Darlington, Maryland, United States

Prepare food for sale and accept payments for entry. Manage parties and events. Seasonal job for 4 years.

Jun 2015 - Aug 2019

Sales Associate

Sweetfrog Frozen Yogurt

Bel Air, Maryland, United States

Cleaning and resupplying food. Customer service associate.

Jan 2018 - Aug 2018
Team & coworkers

Colleagues at McLean Asset Management

Other employees you can reach at mcleanam.com. View company contacts for 37 employees →

LH Laurel Haynes Laurel Haynes Colleague at Mclean Asset ManagementWashington Dc-Baltimore Area, United States View → JW Jessica Wunder, Cfp®, Crpc®, Ricp® Jessica Wunder, Cfp®, Crpc®, Ricp® Colleague at Mclean Asset ManagementHaymarket, Virginia, United States View → PF Paula Friedman, Mba, Cfp®, Aif®, Cpfa Paula Friedman, Mba, Cfp®, Aif®, Cpfa Colleague at Mclean Asset ManagementWashington Dc-Baltimore Area, United States View → BB Brian Bass, Msfs, Cfp®, Ricp®, Aep®, Clu® Brian Bass, Msfs, Cfp®, Ricp®, Aep®, Clu® Colleague at Mclean Asset ManagementReisterstown, Maryland, United States View → KM Kyle Meyer Kyle Meyer Colleague at Mclean Asset ManagementBerryville, Virginia, United States View → AC Athena Chang Athena Chang Colleague at Mclean Asset ManagementMclean, Virginia, United States View → DU Dean Umemoto, Cfp® Dean Umemoto, Cfp® Colleague at Mclean Asset ManagementMclean, Virginia, United States View → CL Catrina Lynn Rastonis, Cfp® Ricp® Catrina Lynn Rastonis, Cfp® Ricp® Colleague at Mclean Asset ManagementGreater Boston, United States View → CR Carmen Rivera Carmen Rivera Colleague at Mclean Asset ManagementWashington Dc-Baltimore Area, United States View → SD Stephen Dozer Stephen Dozer Colleague at Mclean Asset ManagementLovettsville, Virginia, United States View →
2 education records

Claudia Bruce education

Bachelor Of Science - Bs, Financial Planning And Wealth Management

Virginia Tech

Activities and Societies: Pamplin Leadership Academy Pamplin Undergraduate Mentoring Program (PUMP) Financial Planning Association Pi.

High School Diploma

The John Carroll School

Activities and Societies: First and Second Honors Senior Class Vice President Service Club President Music Honors Society President School.

FAQ

Frequently asked questions about Claudia Bruce

Quick answers generated from the profile data available on this page.

What company does Claudia Bruce work for?

Claudia Bruce works for McLean Asset Management.

What is Claudia Bruce's role at McLean Asset Management?

Claudia Bruce is listed as Associate Financial Planner at McLean Asset Management.

Where is Claudia Bruce based?

Claudia Bruce is based in Washington Dc-Baltimore Area, United States while working with McLean Asset Management.

What companies has Claudia Bruce worked for?

Claudia Bruce has worked for Mclean Asset Management, Virginia Tech, Virginia Tech Math Emporium, Yeske Buie, and The Kelly Group- Financial Planning And Wealth Management Services.

Who are Claudia Bruce's colleagues at McLean Asset Management?

Claudia Bruce's colleagues at McLean Asset Management include Laurel Haynes, Jessica Wunder, Cfp®, Crpc®, Ricp®, Paula Friedman, Mba, Cfp®, Aif®, Cpfa, Brian Bass, Msfs, Cfp®, Ricp®, Aep®, Clu®, and Kyle Meyer.

How can I contact Claudia Bruce?

You can use AeroLeads to view verified contact signals for Claudia Bruce at McLean Asset Management, including work email, phone, and LinkedIn data when available.

What schools did Claudia Bruce attend?

Claudia Bruce holds Bachelor Of Science - Bs, Financial Planning And Wealth Management from Virginia Tech.

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