We are proud to announce the addition of a new LifeTime office in Wilmington, NC, effective October 1, 2024. We are excited to extend our services to the Wilmington area with a local office and established team. This expansion follows our growth into Suwanee, GA in the spring of 2020, bringing LifeTime’s footprint to three office locations. LifeTime’s headquarters will remain in Raleigh, NC. For our clients near the NC coast, please note that this new office will not change your relationship with Lifetime. You will continue to have the same Wealth Consultant and work with the same team you always have in Raleigh.

As a central part of this expansion, Bruce Moskowitz, CRPC®, AAMS®, AIF®, a long-time Wilmington resident and business owner, has merged his sizeable wealth management practice with LifeTime and will lead the new Wilmington office. His current team, including Lori Williams, Jessica Sjolander, and new hire Julia McCracken, will join LifeTime with Bruce.

Meet Our Wilmington Office Team:

Bruce Moskowitz, CRPC®, AAMS®, AIF®
Wealth Consultant and Managing Partner
Bruce specializes in building long-term financial plans that help his clients to 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. Because retirement is a huge concern for so many clients, Bruce deepened his expertise by earning several professional designations. He holds the Chartered Retirement Planning Counselor℠ (CRPC®), an advanced certification for planning individual retirements, and obtained the Accredited Asset Management Specialist℠ (AAMS®) and Accredited Investment Fiduciary® (AIF®) certifications for his work with corporate sponsors, their retirement plans, and participant needs. Bruce provides his clients with independent advice and believes his ability to offer objective advice is a real advantage for clients.

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 is very involved and gives back to his community in many ways.  He was appointed to the Cape Fear Community College Board of Trustees. Bruce has also served on the boards of the University of North Carolina Wilmington Foundation, New Hanover Regional Medical Center Foundation, North Carolina Holocaust Council, North Carolina Hillel, and B’nai Israel Synagogue.

Bruce and his wife, Carolyn, have been married for over 40 years, and have three children and three grandchildren. He enjoys spending time with his family, playing golf, relaxing at the beach, and watching college basketball, football professional golf.

Lori Williams, Wealth Consulting Assistant
Lori joined Bruce’s team in 2012 with more than 20 years of retail brokerage experience. She enjoys working with Bruce to deliver excellent client service, as well as getting to know and interacting with our clients. Lori grew up in Richmond, Indiana, and received her bachelor’s degree from Purdue University, where she played on the women’s golf team and played violin in the Purdue symphony orchestra.

Lori works remotely and lives with her husband Herman in the Winston-Salem area. When not working, Lori enjoys traveling and spending time with Herman, family, and friends. Lori is passionate about organic food and cooking, and she loves spending early mornings at the local Farmer’s Market. She also enjoys fitness, wildlife, golf, hiking the North Carolina mountains, country music concerts and attending Port City Community Church when visiting Wilmington.

Jessica Sjolander, Office Administrator
Jessica joined Bruce’s team in September 2021 as a part-time office administrator. She brings a diverse skill set to the team with experience in customer support, administration, and marketing and communications. She strives to provide clients with outstanding service, and routinely assists clients with their day-to-day account management needs. She also provides complimentary notary services to clients as a Notary Public.

Jessica has a bachelor’s degree in business marketing from Abilene Christian University and more than 10 years of experience working in corporate marketing. Jessica lives in Leland, North Carolina, with her husband and son. Originally from the Pacific Northwest, she and her family relocated from Portland, Oregon, several years ago to be nearer to her parents, who retired in the Wilmington area. Jessica and her family love the sunny weather in coastal Carolina and spend much of their time outdoors. You can frequently find Jessica at the beach, biking, walking trails in area state parks, trying new restaurants, and exploring sights and cities along the East Coast.

Julia McCracken, Office Administrator
Julia joined Bruce’s team as a part-time Office Administrator in 2024 and is enthusiastic about fostering strong, enduring relationships with clients. In her support role, Julia communicates with clients both by phone and in person, delivering exceptional service and assistance.

Originally from Greenville, SC, Julia graduated from Converse College with a bachelor’s degree in Vocal Performance. Julia moved to Wilmington in May 2023. She enjoys spending time with her dogs, Olivia and Xena. Julia likes walking, swimming, and playing board games. She also enjoys concerts, outdoor events, and visiting local restaurants.

Please join us in welcoming Bruce, Lori, Jessica and Julia to the LifeTime team!