Bruce Charleton, MBA, CLTC, CBEC

Bruce focuses his practice in the areas of retirement, business, and estate planning strategies for high-net-worth families.  He utilizes a planning approach that helps clients identify both coordination gaps and financial planning opportunities.  Using an array of sophisticated financial planning tools, Bruce develops a financial plan that is customized to each client’s unique situation.

Bruce works with business owners to help them solve the complex problems they face with creative, economically viable solutions based on experiences gained over his lifetime.  Thus, enabling clients to accumulate, preserve, and protect wealth for themselves, their families, and future generations.

Bruce has earned designations as a Certified Business Exit Consultant (CBEC) as well as Certification for Long-Term Care (CLTC).  He also holds his Series 66 and 7 registrations as well as insurance licenses in several states.

Bruce holds his Bachelors in Finance from Canisius College in Buffalo and received his MBA from the University of Rochester. Prior to working at Lincoln, Bruce has served as a Global Account Manager with AT&T, a Business Relationship Manager at Citigroup, and an Investment Officer at Chase Manhattan Bank. 

Bruce and his wife, Yvette live in Victor, NY. They have three children: Teegan, John, and Sydney.