Bruce & Haber Group

Wealth Management

Smart, Sophisticated Personal Service

We believe the quality of the relationship is the single most important factor in our ability to help clients preserve and build their wealth. We strive to cultivate strong relationships through open, candid communication and mutual understanding.

Managing your wealth in today's world is complex. We dedicate substantial resources and highly focused skills to address your financial life from multiple angles. Our philosophy is, first and foremost, to help you preserve wealth.

How we apply our experience and perspective to help you preserve assets and build wealth is, we believe, what makes us different. Clients engage us to help preserve and shield what they've worked so hard for.

Bradley Bruce, CIMA®, CRPC®
Managing Director–Wealth Management
Wealth Management Advisor
Retirement Benefits Consultant
Portfolio Manager

Preserving Wealth Is the Starting Point
to Help Build Wealth

Our core business is helping you manage your financial life, and it's our relationship with you that serves as a platform for that effort. We incorporate your goals and objectives—your concerns and needs—into an individualized, long-term wealth strategy.

We assemble investment portfolios in a disciplined, methodical way. We aren't inclined to seek high, unsustainable returns in any investment category.

You can delegate to Bradley Bruce the investment management responsibilities for your portfolios, meaning he has discretion over certain investment decisions surrounding your investment strategy. Once he has confirmed your goals and life priorities, as well as identified your portfolio investment objective, time horizon, risk factor and liquidity needs, Bradley will recommend targeted asset allocations for your portfolios to help meet your specific investment objectives. Granting Bradley authority allows him to respond to market changes, price volatility and global events with the ability to make adjustments, if needed, to help your portfolio stay on track to meet your goals.

To help you monitor and assess performance, Bradley will regularly review your portfolio with you and you will receive periodic communications including monthly statements, quarterly portfolio summary updates and annual performance reports.

Assessing and Pursuing Your Life Goals

Clients are busy people, and our goal is to help keep them from missing valuable financial opportunities. Bruce & Haber Group isn't narrowly focused on just selecting stocks or mutual funds. Rather, we work with clients—individuals, families, business owners and enterprise executives—to develop a personalized portfolio that is simplified, and that takes a clear, steady approach to identifying and refining your specific investment strategies.

  • We strive to give clients a high level of service, which is why we have developed lifelong relationships with many of them.
  • We encourage clients to get to know all of us, and in turn, we make certain that we know each client individually.
  • We strive to have someone available anytime to help clients with a financial problem or request.

Lifelong Relationships

At Bruce & Haber Group, we appeal to—and work effectively with—clients who share our philosophy that wealth management is a process carried out over years and decades, not weeks or months.

We think it's important that we foster relationships that allow us to serve multiple generations of clients' families.

Using our experience and perspective, we offer financial advice and guidance to clients to help them through changing markets and unpredictable life events.

A Cohesive, Responsible Team

Each member of Bruce & Haber Group brings individual experiences and professional concentrations to our advisory practice. Blending our collective skill sets allows us to apply a broad, collective knowledge base when we collaborate to service client relationships.

We share a deeply held belief that clients come first—a principle that is the heritage of Merrill Lynch. When you work with Bruce & Haber Group, you can benefit from the dedication and experience of our entire team.

  • Bruce & Haber Group

    Bradley Bruce, CIMA®, CRPC®

    Managing Director–Wealth Management
    Wealth Management Advisor
    Retirement Benefits Consultant
    Portfolio Manager

    View Profile

  • Bruce & Haber Group

    Tricia Carter-Haber

    Investment Associate

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  • Bruce & Haber Group

    Andrew Preisendanz

    Financial Advisor

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  • Bruce & Haber Group

    April M. Bierle

    Registered RD Assistant

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  • Bruce & Haber Group

    Cheryl McCarson

    Registered Client Associate

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Additional Resources

  • Bruce & Haber Group

    Bradford A. Hutchins*

    Vice President
    Wealth Management Banker
    Bank of America, N.A.

    View Profile

*Denotes that this individual is a shared resource of Bruce & Haber Group, and relationships are subject to change.

Bradley Bruce
Bradley Bruce, CIMA®, CRPC®
Managing Director–Wealth Management
Wealth Management Advisor
Retirement Benefits Consultant
Portfolio Manager

After receiving a degree in business administration from The University of Arkansas, Brad began his career with Merrill Lynch in 1988. His initial focus was on advising high-net-worth individuals and families, but his practice has expanded to advising businesses, foundations, trusts and ERISA programs in the areas of asset management, succession planning and liability management.

Brad holds a Certified Investment Management AnalystSM (CIMA®) designation from the Investment Management Consultants Association. He also holds the Chartered Retirement Planning CounselorSM (CRPC®) designation awarded by the College for Financial Planning. Bradley is a qualified portfolio manager who, in addition to providing traditional advice and guidance, can help clients pursue their objectives by building and managing his own personalized or defined strategies, which may incorporate individual stocks and bonds, Merrill Lynch model portfolios and third-party investment strategies. When servicing clients through the firm's Investment Advisory Program, a portfolio manager may manage his strategies on a discretionary basis.

Brad has been the Resident Director of the Merrill Lynch West Fort Worth office since 2006. Barron's named Bradley to its prestigious 2014 list of Top 1,200 Financial Advisors. In 2010, 2012 and 2013, he was recognized by Barron's as one of America's Top 1,000 Advisors. He is licensed as a Life and Health Insurance Agent in Texas and also holds Series 7, 9, 10, 31, 63 and 65 FINRA registrations.

Brad is active in his community, supporting Cook Children's Charities and University Little League. He coaches baseball and basketball, and plays golf in his spare time. He and his wife, Lori, are very active at the Fort Worth Country Day School with their three young children.

Tricia Carter-Haber
Tricia Carter-Haber
Investment Associate

Tricia offers consultative financial strategies to clients, with concentrations among physicians, business owners and women. She has been with Merrill Lynch since 2003 and has more than 20 years of experience in financial services, including a decade of private banking experience. She is focused on helping individuals and families through major financial transitions in their lives. She is licensed as a Life and Health Insurance Agent in Texas and holds Series 7 and 66 FINRA registrations.

In addition to her successful career, Tricia has made an impact on people's lives with her dedicated volunteer efforts in the Fort Worth community. She is active in various organizations, having served on the boards of the Ronald McDonald House and the Samaritan House, and currently on the board of The Parenting Center & Aledo Education Foundation.

Tricia enjoys providing insight into building a successful business through speaking to various Fort Worth area groups. She frequently teaches the next generation of business leaders as a guest lecturer at the Neeley School of Business and the Women's Studies program at Texas Christian University. Tricia also speaks to investment clubs in and around Tarrant County.

Of all of her achievements and honors, Tricia is most proud of her family, including her husband and their five kids.

April M. Bierle
April M. Bierle
Registered RD Assistant

April, a Fort Worth native, graduated from Texas Christian University with a bachelor's degree in business administration with a major in finance, and began her career with Merrill Lynch as an intern in 1995. A leading presence in the office, April is responsible for all areas of client service and office logistics. She has a "can-do" attitude and has served on the Merrill Lynch Client Associates Board of Directors for many years. She holds the Series 7, 31, 63 and 66 FINRA registrations. April has been recognized by Merrill Lynch for her superior client service on a number of occasions. April and her husband, Patrick, live with their three children in Fort Worth.

Andrew Preisendanz
Andrew Preisendanz
Financial Advisor

Andy joined Merrill Lynch in 2013 after spending four years as a corporate financial analyst. He performs fund analysis, assists in trades and analyzes and compares various investment options with clients. Hardworking, diligent and positive, Andy uses his communication skills to enhance client relationships, provide a high level of client service, and support the team in helping clients actively pursue their investment goals. He holds the Series 7 and 66 FINRA registrations. Andy earned a bachelor's degree in financial information and Analysis from Clarkson University. Andy and his wife, Sara, live in Fort Worth. He enjoys playing golf and softball, and spending time in New York State's Adirondack Mountains.

Cheryl McCarson
Cheryl McCarson
Registered Client Associate

After earning a bachelor's degree in marketing from Hardin-Simmons University, Cheryl joined Merrill Lynch in 2011, with nine years of financial services industry experience. She provides efficient administrative support to the team, including processing trades and assisting with client reporting, serving as a friendly point of contact who gets the job done. Cheryl handles various administrative service aspects of 401(k)s and annuities, coordinates client events, assists clients with their day-to-day needs, schedules client appointments and helps the financial advisors prepare for reviews. Cheryl works to meet client needs in a timely manner, offering proactive service while keeping an open line of communication with clients regarding their accounts. She is licensed as a Life and Health Insurance Agent in Texas and holds the Series 6, 7 and 66 FINRA registrations. Cheryl and her husband, Grant, live in Fort Worth with their two children.

Bradford A. Hutchins
Bradford A. Hutchins*
Vice President
Wealth Management Banker
Bank of America, N.A.

You may also benefit from the experience of a wealth management banker from Bank of America, N.A., who can provide strategic and personalized banking guidance focused on your needs. Working together, your financial advisor team and Wealth Management Banker can draw upon an expansive array of cash management, credit and other lending solutions designed to fit into your overall financial strategy and help you pursue your financial objectives. Bradford Hutchins, Vice President, Wealth Management Banker, supports your financial advisor team. Bradford has been in the banking industry since 1998 and joined Bank of America in 1998.

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Bradley Bruce is registered to do business in:AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Andrew Preisendanz is registered to do business in:MI, MS, NH, TX

Susan Dunlap is registered to do business in:AR, CA, FL, LA, NC, NM, OK, TX

For questions regarding registration information please contact your Financial Advisor.
BD78F429 (SCB*******802)