Bruce Wernick

Financial Services Professional


Preparing for that next step in life isn’t always easy. My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs. Whether your goals include preparing for milestone life events like retirement or college, or whether you’re simply looking for life, disability income or long-term care insurance protection, I promise you a new level of attention, insight and capability. Contact me to discuss your financial future.

I offer a broad portfolio of individual insurance protection, asset accumulation strategies, and financial products and services for high net worth families, businesses, and institutions.

A native of Dallas, Texas, Bruce attended the University of Texas and University of NorthTexas, where he studied Journalism and Marketing. Bruce  & wife Rachelle currently reside in Long Island, New York and are active volunteers in their community and synoguge. Their free time is spent making memories with their two boys.

Focus Areas

  • Insurance Strategies
  • Business Owners
  • Special Needs (ChSNC Required)


  • English


Check the background of this investment professional on FINRA's BrokerCheck