Bruce Shapiro in

Bruce Shapiro

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Financial Professional at Equitable Advisors
📍 Potomac, Maryland, United States

Bruce H. Shapiro is a financial consultant at Equitable Advisors in Falls Church, VA, with over 15 years of experience. He specializes in providing comprehensive financial advice to individuals, families, and business owners, leveraging his degree from the University of Michigan to guide clients toward security.

With an academic background in Political Science from Adelphi University, Bruce possesses a unique perspective on the intersection of policy and finance. This likely fuels his passion for navigating the complex financial landscape of the DC-Metro area for his clients.

He emphasizes a compassionate and honest approach, positioning himself as a dedicated sounding board for his clients financial decisions.

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Experience
8 Years
Current Role
Financial Professional
Location
Potomac, Maryland, United States
Personality Overview

How Bruce shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Bruce cares about

Retirement Planning
He frequently shares content about key retirement components like Social Security and Medicare, showing a focus on long-term financial security for clients.
Tax-Efficient Strategies
His posts often reference the complexity of the U. S. tax code, indicating he helps clients navigate income tax and other financial obligations.
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Career

Work history

6-2022
Financial Professional
Equitable Advisors
4-2019 - 6-2022
President
BHS Financial Group
3-2020 - 3-2021
Financial Services Professional
Thompson Financial Group, LLC
10-2015 - 3-2019
Financial Services Professional
NYLIFE Securities LLC
10-2015 - 3-2019
Agent
New York Life Insurance Company
In the press

Media appearances

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Education
1988 - 1990
A.B
University of Michigan
1986 - 1988
Political Science
Adelphi University
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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