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Meet the Team

Our team sincerely appreciates the opportunity we’ve had to work with some clients for more than 30 years. The relationships that we have established with these clients illustrate our focus on building long-term partnerships that are mutually beneficial and that provide “Financial Solutions for Life.”

Executive Team Member

Bruce Moskowitz, CRPC®, AAMS®, AIF® Wealth Consultant, Managing Partner

Bruce Moskowitz joined LifeTime in 2024 as a Wealth Consultant and Managing Partner overseeing the Wilmington, NC office. He is currently ranked on Forbes’ Best-In-State Wealth Advisors list for 2024* and has been a Wealth Consultant in Wilmington for over 30 years. Bruce specializes in building long-term financial plans that help his clients pursue goals, such as funding college for their children and grandchildren, retiring with confidence, and helping to ensure that their families have the resources in place to survive when they’re gone.

Bruce discovered his passion for finance during his time at the University of Georgia. After earning his bachelor’s degree in business, he chose to pursue a career as a financial advisor. To deepen his expertise, he continued his education by earning several professional designations, which further enhanced his skills in retirement planning.

Prior to joining LifeTime, Bruce accumulated over 20 years of experience in wealth management as a financial advisor at major investment banking firms. During that time, he gained valuable experience and rose to the position of Senior Vice President of Investments, where he led a team of advisors. In 2010, Bruce founded a local wealth management practice so that he could provide his clients with independent advice, and he still believes his ability to offer objective advice is a real advantage for clients. Then in 2024, Bruce merged his thriving business with LifeTime to bring his clients greater support as the business grew and to offer a wider range of resources in specialized areas of the industry, such as tax planning.

Aside from four years at the University of Georgia and a few years in Atlanta, Bruce is proud to have called Wilmington home for his entire life. Bruce and his wife, Carolyn, have been married for over 40 years, and have three children and three grandchildren. He enjoys spending time with family, playing golf, relaxing at the beach, and watching college basketball, football, and professional golf. Deeply grateful for all he has achieved, Bruce believes in giving back and is also actively involved in the Wilmington community.

Professional registrations, licenses, and designations:

  • Chartered Retirement Planning Counselor℠ (CRPC®), an advanced certification for planning individual retirements
  • Accredited Asset Management Specialist℠ (AAMS®) and Accredited Investment Fiduciary® (AIF®) for his work with corporate sponsors, their retirement plans, and participant needs
  • FINRA Series 6, 7, 63, and 65 securities registrations through Commonwealth Financial Network
  • Holds life, health, and long-term care insurance licenses, as well as variable annuities

Community involvement and professional organizations:

  • Member, Cape Fear Community College Board of Trustees
  • Member and former Board Chair, North Carolina Hillel
  • Member and former Board Treasurer, B’nai Israel Synagogue
  • Former Chairman of the Board of Directors, University of North Carolina Wilmington Foundation
  • Former Board Member, New Hanover Regional Medical Center Foundation and North Carolina Holocaust Council

* 2024 Forbes Best In State Wealth Advisors, created by SHOOK Research. Presented in April 2024 based on data gathered from June 2022 to June 2023. 23,876 were considered, 8,507 advisors were recognized. Not indicative of advisor’s future performance. Your experience may vary. For more information, visit https://tinyurl.com/uvaujs2t.

Back to Team Members

This communication strictly intended for individuals residing in the states of AL, AR, AZ, CO, CT, FL, GA, IA, IL, IN, KS, MA, MD, MI, MO, NC, NE, NH, NY, OH, OK, PA, RI, SC, TX, VA, VT, WA, WV. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services.

Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. The financial advisors of Lifetime Asset Management offer securities and advisory services through Commonwealth Financial Network®, Member www.FINRA.org/www.SIPC.org, a Registered Investment Adviser.

Form CRS: Client Relationship Summary

Tax return preparation and bookkeeping services offered through Lifetime Tax Management are separate and unrelated to Commonwealth. Lifetime Tax Management and Commonwealth are separate and unaffiliated entities.

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