Donna Bruce in

Donna Bruce

Questioner · DISC type c
Partner at FORVIS
📍 Madison, Mississippi, United States

Donna Bruce is a Partner at FORVIS, specializing in private client services. With over 20 years of experience, she provides tax and consulting services to high-net-worth individuals and their businesses. She holds a Bachelor of Professional Accountancy from Mississippi State University and is a Certified Public Accountant.

Donna seems deeply connected to her local business community, demonstrating interest in major Mississippi-based companies. Her career has been consistently focused on advising and supporting the financial success of clients and businesses within the region.

She specializes in guiding affluent families through the complexities of multi-generational wealth preservation and succession planning.

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Experience
37 Years
Current Role
Partner
Location
Madison, Mississippi, United States
Personality Overview

How Donna shows up

Cautious & Analytical
Not Easily Convinced
Systematic

They generally do not appreciate an overfriendly approach and prefer to stay to-the-point. They prefer to fully evaluate every situation. While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters.

Priorities

Topics Donna cares about

Wealth Transfer
As a member of the Estate Planning Council of Mississippi, she focuses on fiduciary, gift, and estate taxation for high-net-worth families.
Business Succession
She actively promotes education on buy-sell agreements to help business owners mitigate risks related to ownership changes and unforeseen events.
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Career

Work history

6-2022
Partner
FORVIS
6-2022 - 5-2024
Partner
Forvis Mazars US
6-2008 - 6-2022
Partner / Tax Director
BKD, LLP
1-2006 - 5-2008
Partner
Johnson, Bruce & Host, PLLC
1988 - 2006
Tax Managing Director
KPMG
In the press

Media appearances

No media yetWe could not find public media appearances for this person.
Education
1983 - 1987
BPA
Mississippi State University
Social presence
in
Behavioral profile

DISC profile (public)

c

Calculativeness (C)

Calculativeness (C) reflects the degree to which a person is likely to be cautious, systematic and analytical. Those scoring high tend to emphasise quality and accuracy.

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