Private Wealth Manager
Bruce Neterer has joined the Hagerstown, Maryland team as the newest Private Wealth Manager. Bruce successfully passed the FINRA securities licensing exams, including the Series 66, Series 7, and SIE exams. He gained prior experience through an internship at Sterling Financial Management spanning from 2017 to 2022, and subsequently transitioned to a full-time role in December 2022. Bruce received a Bachelor of Science in Business Administration from Pennwest California University, with dual majors in Finance and Economics. Bruce is an active member of the community which includes being a member of the Waynesboro Rotary Club.
During his time at Penn West University, Bruce played on the men’s soccer team for all four years and served as a leader and treasurer for the faith-based organization STAND, in this role he participated in various service projects and events on campus. He also served as a supplemental instructor for Macro Economics, where he led weekly study sessions for students struggling academically. As a member of the Finance club, Bruce achieved a significant accomplishment in 2021-2022 as a top 10 winner of the Collegiate Financial Planning Competition for the CFA Society of Pittsburgh where 26 different colleges competed for the top financial planning essays.
Bruce currently lives in his hometown of Waynesboro Pennsylvania, with his wife Kaydee. Bruce has many different hobbies such as playing soccer, hunting and fishing, wood working, and rebuilding computers.
Investment Foundations for Your Lifetime
Sterling Financial Management offers our clients a full-range of financial products, including FDIC Insured CD’s, institutional investment managers, stocks, bonds, mutual funds, and annuities. We understand the financial goals of our clients will continually change and will require a dynamic selection of investment choices to keep pace. Sterling Financial Management has partnered with LPL Financial, one of the largest organizations of independent financial representatives in the country. LPL Financial advisors have over $1 trillion dollars of assets under management. LPL Financial has no proprietary products and offers their independent advisors’ access to unbiased research on stocks, bonds, mutual funds, annuities and asset managers across every asset class.
Securities and advisory services offered through LPL Financial, a registered investment advisor, member of FINRA/SIPC.
Connect with Bruce on LinkedIn.