Our Team

At Generations Financial Group, LLC, we are a full-service financial services group staffed by experienced and dedicated advisors and support staff. We are here to serve you, our client, and to answer any question or concern you may have at any time. Our team is comprised of:

 

Scott R. Bruce - Scott began his practice in 1984 and provides retirement planning, income planning, and investment advisory services to clients throughout the State of Maine and beyond.  He is insurance licensed and holds his FINRA Series 7, 24, 63, and 65 licenses.   Scott is a native of Brunswick, Maine. He graduated from Brunswick High School and the University of Southern Maine and served four years as a Security Specialist in the United States Air Force.  Scott works as a Chartered Retirement Planning Counselor (CRPC) as designated by the College for Financial Planning and is an Investment Advisor Representative (IAR).

 

Scott lives in Freeport with his wife, Patti, and daughter, Emily. He can be reached by calling our office or by email at: sbruce@GenerationsFG.com

 

Scott works closely with other local professionals, including CPAs, Estate Attorneys, Realtors, and Mortgage Lenders to ensure that all of his clients' needs can be met efficiently. Clients have a choice between traditional transaction-based arrangements (commissions), fee-based platforms, or fee-only relationships (project or hourly based).

 

Support Team - Our full-time support team is comprised of Patti Bruce and Cindy Berrill.  They work interchangeably with our clients, providing them with outstanding service to their accounts. Our team’s priority is ensuring that each client is able to obtain account information, make account changes, and access their assets when needed. In addition, our support team provides general office support, marketing services, office accounting, and web site maintenance.  You can reach the members of our support team by calling our office or at the following email addresses:

 

Patti Bruce         pbruce@GenerationsFG.com

 

Cindy Berrill        cberrill@GenerationsFG.com