Bruce Wiener

Senior Wealth Advisor, Managing Director

Potomac, Maryland

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Work Experience

  • Practiced law for 14 years in Washington, D.C.
  • Joined MAI in 2023 as the result of the acquisition of Wiener Financial Management, where he served as the founder and principal of Wiener Financial Management
  • Brings over 25 years of professional experience to MAI, where he will focus on financial planning and investment advice for individuals seeking personal attention and care
  • Enjoys empowering his clients to discover new and creative financial solutions while building meaningful and enduring relationships

 

Life Outside of MAI 

  • Serves on the Board and Financial Committees of local, non-profit organizations
  • Enjoys spending time with his family, traveling, reading, golf and basketball

 

Education

  • University of Michigan, A.B.
  • University of Michigan, J.D.

We look forward to learning about your financial goals.

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