William Bruns, CFP®

Wealth Advisor, Director

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.

CONTACT