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Contact Us

William Bruns, CFP®

Wealth Advisor, Senior Associate

Cincinnati, OH

LET'S CONNECT

Designations

Certified Financial Planner

Work Experience

Joined MAI in 2019 and has experience in the areas of investment management, retirement planning, education planning, insurance planning, tax planning, and estate planning
Previously worked for Fidelity Brokerage Services and John D. Dovich & Associates

Life Outside of MAI

Lives in Mason, OH with his wife, Brittany, and four kids

Education

Ohio State University, BS in Business Administration with a concentration in Economics

We look forward to learning about your financial goals.