Bruce Lewin, President of Elite Financial Management, has over 25 years of professional experience in financial planning and investments. He works with individuals guiding them with a comprehensive plan to coordinate their financial and estate planning, investments, and insurance needs. Bruce has worked with many large companies , helping their employees navigate the complexities of stock options, 401K’s, pensions, and Net Unrealized Appreciation.

Bruce started his financial career in 1996 with Dean Witter. After being 1st in his training class of 144 trainees, was awarded the prestigious National Sales Director Award in 1997. After a successful career with major Wall Street firms, Bruce decided independence gave him the tools and support to truly take care of his clients without an agenda. He chose to work with Raymond James, a full-service investment firm that has a stellar reputation and in business for nearly 60 years. The independence Raymond James offers is invaluable and allows Bruce and his team the ability to make the best investment decisions for their clients.

Nominated by the City Manager of Plano and appointed by the City Council to the Tax Increment Financing Reinvestment Board in 2006, Bruce has been active in the community in many roles.

Bruce grew up in Dallas, went to the University of Texas and met his wife Robbyn. They have been residents of Plano since 1980. Having three sons and four grandchildren keep both Bruce and Robbyn busy on the weekends with all types of activities.

Bruce is securities licensed in 40 States, holds his Series 7, 31, 63, 66 and General Life & Health Insurance licenses.

*Raymond James is not affiliated with the above organizations and/or charitable causes.
*Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.