Peggy Bruce

Peggy Bruce Email and Phone Number

Financial Advisor and Fiduciary @ Wilborn Advisors
overland park, kansas, united states
Peggy Bruce's Location
Kansas City Metropolitan Area, United States
Peggy Bruce's Contact Details

Peggy Bruce personal email

n/a

Peggy Bruce phone numbers

About Peggy Bruce

I help people save for retirement as an Investment Advisor Representative (IAR), managing investment portfolios and creating financial plans to improve clients’ opportunity for a secure retirement.I’m a member of the team at Wilborn Advisors, led by Marc Wilborn. With over 25 years of experience, we're known for taking a different approach – objective and transparent low-cost solutions for wealth management.We’re Fiduciaries -- ethically and legally bound to put clients’ interests first, ahead of our own.Our fees are typically half that of traditional advisors, which enables our clients to keep more of what they have saved for retirement. We employ high-quality, low-cost investment funds, with robust financial planning services offered at no additional charge.I work hard to form strong, long-lasting relationships with clients, and would love to work with you!Learn more at www.wilbornadvisors.com.Peggy Bruce is an Investment Advisor Representative with Investment Advice offered through WCG Wealth Advisors, LLC, a Registered Investment Advisor. Wilborn Advisors is a separate entity from WCG Wealth Advisors, LLC.Third-party posts found on this profile do not reflect the views of WCG Wealth Advisors, LLC or Wilborn Advisors and have not been reviewed by WCG Wealth Advisors as to accuracy or completeness.This platform is solely for informational purposes. Advisory services are only offered to clients and prospective clients where Wilborn Advisors and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Wilborn Advisors unless a client service agreement is in place. Comments by viewers or third-party rankings and recognitions are no guarantee of future investment outcomes and do not ensure that a client or prospective client will experience a higher level of performance or results.

Peggy Bruce's Current Company Details
Wilborn Advisors

Wilborn Advisors

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Financial Advisor and Fiduciary
overland park, kansas, united states
Employees:
3
Peggy Bruce Work Experience Details
  • Wilborn Advisors
    Financial Advisor And Fiduciary
    Wilborn Advisors Jul 2017 - Present
    Kansas City, Missouri Area
  • Hallmark Cards, Inc
    Customer Strategy Leader, National Accounts Team
    Hallmark Cards, Inc 2012 - 2017
    Kansas City, Missouri Area
    Director-level role responsible for development of programs to drive sales of Hallmark products in designated retail channels (grocery, dept. store, big box) for the National Accounts team. Responsibilities include:• Development of strategic business plans• Leadership of Category Management team• Collaboration with sales team and internal cross-divisional partners• Data analytics to uncover consumer insights to generate programs and store targeting to maximize opportunities
  • Hallmark Cards, Inc.
    Licensing Senior Product Manager, Disney
    Hallmark Cards, Inc. 2007 - 2012
    Kansas City, Missouri Area
    Responsible for driving growth of Hallmark's Disney and other licensors’ revenue and Hallmark profits through• Strategic business planning and growth goal-setting• Contract acquisition/renewals and negotiations• Licensor relationship management and internal cross-divisional partnerships• Business, project and financial management

Peggy Bruce Skills

Consumer Products Brand Development Marketing Strategy Strategic Planning Program Development Project Management Key Account Relationship Building

Peggy Bruce Education Details

  • University Of Kansas
    University Of Kansas
    Economics

Frequently Asked Questions about Peggy Bruce

What company does Peggy Bruce work for?

Peggy Bruce works for Wilborn Advisors

What is Peggy Bruce's role at the current company?

Peggy Bruce's current role is Financial Advisor and Fiduciary.

What is Peggy Bruce's email address?

Peggy Bruce's email address is pb****@****ark.com

What is Peggy Bruce's direct phone number?

Peggy Bruce's direct phone number is +181627*****

What schools did Peggy Bruce attend?

Peggy Bruce attended University Of Kansas.

What skills is Peggy Bruce known for?

Peggy Bruce has skills like Consumer Products, Brand Development, Marketing Strategy, Strategic Planning, Program Development, Project Management, Key Account Relationship Building.

Who are Peggy Bruce's colleagues?

Peggy Bruce's colleagues are Marc Wilborn, Aif.

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