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, allowing him to conduct business in all 50 states. 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

Mary Holmes - Mary has been working in the financial field for over 15 years. She worked as a Financial Analyst and Financial Manager for several companies, including General Electric and Saint Gobain BTI (formerly Brunswick Technologies). In 2003, Mary joined forces with Scott Bruce as a Financial Advisor (FA)/Investment Advisor Representative (IAR). She is insurance licensed and holds her FINRA Series 7, 63, and 65 licenses, which allow her to trade stocks and serve as an investment advisor representative in all 50 states. 

Mary and her husband, Brian, moved to Freeport in 1998 where they continue to live with their young son, Harrison. Mary can be reached by calling our office or by emailing her at: mholmes@GenerationsFG.com

Both Scott and Mary work closely with other local professionals, including CPAs, Estate Attorneys, Realtors, and Mortgage Lenders to ensure that all of their 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, Cindy Berrill, and Jean Casey.  All three 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

Jean Casey         jcasey@GenerationsFG.com