Lee McCarthy-UBS Financial Services Inc

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17775 W Bluemound Rd
Brookfield, WI 53045
+1 (262) 794-0851
https://advisors.ubs.com

Bruce Gerard Lanser, a First Vice President of Wealth Management at UBS Financial Services Inc, has over 30 years of experience in enhancing employee retirement plans for corporate clients. His expertise lies in tailored retirement plan design, investment consulting, and fiduciary guidance, ensuring that organizations optimize their plans to meet both fiduciary and regulatory obligations.

Outside of his professional role, Bruce is committed to community service as the Chairman of the Investments Committee for Junior Achievement of Wisconsin and is an accomplished speed skating official, recognized globally. With a focus on collaboration and education, he aims to support both plan sponsors and participants in achieving their financial goals.

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