Bill Bruns

Senior Wealth Advisor & Team Leader, Managing Director

Cincinnati, OH


Work Experience

  • Joined MAI in 2019 and is responsible for the development of wealth strategies and strategic financial plans for the firm’s clients
  • Was a Principal and Partner at the former John D. Dovich & Associates, joining the firm in 2010
  • Has been in the investment industry since 1997 and comes to MAI with years of experience helping high net worth individuals and families define and meet their goals and objectives
  • Started his career as a brokerage trader at Fidelity Investments and then spent five years as an equity and derivatives trader/analyst and portfolio manager at Schaeffer’s Investment Research
  • Was a Principal and Investment Specialist for the Cincinnati office of the MassMutual Financial Group


Life Outside of MAI 

  • Has been active in coaching youth sports including football, baseball, basketball, and soccer for the past decade



  • University of Dayton, BS in Finance & Marketing

We look forward to learning about your financial goals.