Experience Makes all the difference

The Bruen family has been providing uninterrupted investment advice and service since 1922 when James H. Bruen opened his office in Morristown, New Jersey. William D. Bruen, Sr. joined his father's practice in 1950 and worked for 70 years, reitiring in 2020.

William D. Bruen, Jr., and Andrew W. Bruen are natives of the Morristown area and currently serve third and fourth generations of many client families as well as numerous new clients. They provide investment consulting and service to individual, corporate and retirement plan clients.

William D. Bruen Jr.

Senior Vice President - Wealth Management
Financial Advisor
Senior Portfolio Manager
973-360-4304

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William, Jr. has been active in the community serving Morristown Medical Center, The Morristown Rotary Club, The Morristown YMCA, The Washington Association of New Jersey, and numerous other organizations. He currently serves on the board of the Foundation for Morristown Medical Center and is Chairman of that organization’s Brookfield Legacy Society. William served in the United States Navy and is a Trustee Emeritus of the United States Naval Academy Foundation, Annapolis, Maryland. He is a graduate of The United States Naval Academy, Annapolis, Maryland.


Registered States:
AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IL, IN, KS, LA, MA, MD, ME, MI, MN, MO, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI, WY


Andrew W. Bruen

Portfolio Manager
973-360-4294

email



Andrew lives in Harding Township, NJ with his wife (Callie) and three children (Ella Rose, Graham, and Teddy). Andrew has served as a volunteer at Morristown Medical Center in a variety of capacities and is the newest member of The Bruen Group. He currently serves as chairman of the Junior Society of The Foundation for Morristown Medical Center and also serves on the Brookfield Legacy Society Committee of The Foundation for Morristown Medical Center. Andrew is a graduate of Auburn University in Auburn, Alabama.


Registered States:
AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IL, IN, KS, LA, MA, MD, ME, MI, MN, MO, NC, NH, NJ, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI, WY


Karen D. Behre

Senior Client Service Associate
973-360-4307

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Bonnie Lynn Bravo

Senior Wealth Strategy Associate
973-360-4209

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Bonnie has worked in the financial services industry since 2004, when she joined the Rasweiler Group.  She is dedicated to providing comprehensive wealth management plans and strategies to high net worth clients. She developed her exceptional organizational and administrative skills in her previous role as a Team Administrator, and handles all of the team's marketing.

Bonnie completed her B.S. degree from Wagner College in Business Administration in 3 years.  She holds the Series 7 and 66 securities licenses, as well as Health and Life Insurance license. Married with two sons, Bonnie enjoys traveling and loves spending time with family and friends.


Registered States:
FL, NJ, PA, TX, VA