Bruce Bessner, CFP®, LUTCF

President

Bruce Bessner, CFP®, LUTCF 

Bruce joined the Lincoln Financial Network on February 5, 2016. Prior to joining  Lincoln Financial Securities he was a Managing Associate and Financial Planner with NewEngland Financial for 11 years, an Assistant Managing Director & Financial Planner for The MONY Group for 4 years and a General Manager & Financial Planner with MetLife for 14 years. As a Lincoln Financial ABGA (Agency Building General Agent), Bruce works to foster a professional agency environment by recruiting qualified financial professionals who have the drive and commitment to succeed. He then ensures that these individuals receive the guidance, the skills and the knowledge they need to help them achieve their professional goals, offering continued support as their business and career needs change.

Bruce also works closely with professionals, families and business owners, developing profiles to help identify their financial needs and determine the appropriate strategies designed to help meet those needs. Through financial protection and asset accumulation products such as life insurance, annuities and investments, as well as business, estate and retirement planning, he can help clients obtain financial stability and security for themselves, their families and their businesses.

Bruce earned his designation as a Certified Financial Planner® and a fellow in the Life Underwriters Training Council (LUTCF). 

MDRT Top of the Table

He is a member of the Top of the Table in the Million Dollar Round Table, an international association of financial professionals, recognized as the standard of excellence in the life insurance and financial services industry.  The Million Dollar Round Table membership is independently produced by The Premier Association of Financial Professionals®. Members must meet a certain level of premium, commission or income during the year, they must also adhere to strict ethical standards. They must love helping others with their financial needs and ensuring that they are prepared in the event of a catastrophe. There is a fee to be a member and members must apply.
 
Bruce is past president of Austin GAMA International, a professional organization devoted exclusively to field leaders in life insurance and financial services industry. Additionally, he is a member of the Austin chapter of the National Association of Insurance and Financial Advisors, the Society of Financial Services Professionals, and the Financial Planning Association.
 
Bruce’s commitment, dedication to service and professionalism are your assurance of the highest standard of service.

 

 

Phone (512) 671-7526 ext.101
Fax (512) 671-7527
E-mail
Website www.chisholmtrailfinancial.com