Our Team

Bruce is the President of Cumby, Spencer & Associates Financial Group of Newtown Square, PA. For more than 32 years, he has developed a niche for working with baby boomer clients and an excellent understanding of the many unique challenges of pre and post retirement. Bruce utilizes extensive industry knowledge as he designs solutions for his client’s retirement planning, estate planning, wealth management, as well as business succession and executive & employee compensation and benefits. He is focused on clarifying his clients’ goals while creating a road map for their success.

As a Member agent of The Nautilus Group®, a Service of New York Life, Bruce belongs to an elite group of industry leaders who have exclusive access to the in-house support of planning professionals with credentials in law, taxation, accounting, insurance and finance. Bruce is also an Investment Advisor Representative with Eagle Strategies, LLC, a Registered Investment Advisor. The combination of resources of The Nautilus Group® and Eagle Strategies LLC enhance Bruce’s ability to provide a more comprehensive platform for his high net worth clients and business clients.

Bruce is presently a Board Member of LaSalle Academy, a non-profit dedicated to educating inner city children grades 3 through 8, and an active member of the Newtown Square Rotary. Bruce is currently a NYL Council Member and Court of the Table for the Million Dollar Round Table Association*. He previously served as a Member of the Philadelphia and Delaware County Estate Planning Councils, is a past Board Member of NAIFA and past President of the Yeadon Fire Company. He attended St. Joseph’s University and earned his Master of Science in Financial Services from The American College.

*MDRT is widely recognized as the standard of excellence in life insurance sales performance.

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