David Bruce, Ricp®
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David Bruce, Ricp® Email & Phone Number

Retirement Advanced Markets and Planning Consultant at Ash Brokerage
Location: Greater Fort Wayne, United States, United States 5 work roles 2 schools
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✓ Verified May 2026 3 data sources Profile completeness 86%

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Current company
Role
Retirement Advanced Markets and Planning Consultant
Location
Greater Fort Wayne, United States, United States
Company size

Who is David Bruce, Ricp®? Overview

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Quick answer

David Bruce, Ricp® is listed as Retirement Advanced Markets and Planning Consultant at Ash Brokerage, a company with 518 employees, based in Greater Fort Wayne, United States, United States. AeroLeads shows a matched LinkedIn profile for David Bruce, Ricp®.

David Bruce, Ricp® previously worked as Retirement Income Specialist at Ash Brokerage and Retirement Income Designer at Ash Brokerage. David Bruce, Ricp® holds Bachelors Of Science In Public Affairs, Public Financial Management from Indiana University School Of Public And Environmental Affairs.

Company email context

Email format at Ash Brokerage

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Ash Brokerage

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Profile bio

About David Bruce, Ricp®

At Ash, we come to work because we care – deeply. Life insurance, annuities, long-term care, disability income – these products come with questions. We bring answers. We see opportunities, not obstacles. We solve problems. And we do more than is expected. Every. Single. Time. Whatever the question, whatever the need. Ash Answers.(The views expressed on this website are mine alone and do not necessarily reflect the views of my employer.)

Current workplace

David Bruce, Ricp®'s current company

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Ash Brokerage
Ash Brokerage
Retirement Advanced Markets and Planning Consultant
fort wayne, indiana, united states
Employees
518
AeroLeads page
5 roles

David Bruce, Ricp® work experience

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

Retirement Advanced Markets And Planning Consultant

Current

Fort Wayne, Indiana, United States

Oct 2023 - Present

Retirement Income Specialist

Fort Wayne, Indiana, United States

Sep 2021 - Oct 2023

Retirement Income Designer

Fort Wayne, Indiana, United States

Apr 2021 - Sep 2021

Retirement Income Contract Manager

Fort Wayne, Indiana

Aug 2018 - Apr 2021

Relationship Manager Assistant

Holden Wealth Management

Bloomington, Indiana Area

  • Processed and updated client paperwork and uploaded it to Smart Office ensuring current and comprehensive data
  • Tracked client IRA accounts for required minimum distributions to avoid clients being penalized for not withdrawing
  • Communicated with financial advisors about recommendations for incoming clients
Jan 2018 - Aug 2018
Team & coworkers

Colleagues at Ash Brokerage

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2 education records

David Bruce, Ricp® education

FAQ

Frequently asked questions about David Bruce, Ricp®

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

What company does David Bruce, Ricp® work for?

David Bruce, Ricp® works for Ash Brokerage.

What is David Bruce, Ricp®'s role at Ash Brokerage?

David Bruce, Ricp® is listed as Retirement Advanced Markets and Planning Consultant at Ash Brokerage.

Where is David Bruce, Ricp® based?

David Bruce, Ricp® is based in Greater Fort Wayne, United States, United States while working with Ash Brokerage.

What companies has David Bruce, Ricp® worked for?

David Bruce, Ricp® has worked for Ash Brokerage and Holden Wealth Management.

Who are David Bruce, Ricp®'s colleagues at Ash Brokerage?

David Bruce, Ricp®'s colleagues at Ash Brokerage include Kristin Snyder, Lana Robertson, Priya Singh, Tom Andrews, and Holly Morris.

How can I contact David Bruce, Ricp®?

You can use AeroLeads to view verified contact signals for David Bruce, Ricp® at Ash Brokerage, including work email, phone, and LinkedIn data when available.

What schools did David Bruce, Ricp® attend?

David Bruce, Ricp® holds Bachelors Of Science In Public Affairs, Public Financial Management from Indiana University School Of Public And Environmental Affairs.

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