A plan for today, tomorrow and generations to come

The Bruen Group

The proof is in our numbers

$1 Billion

Assets under management

100 consecutive

Years in business as a team


Understanding your life, your wealth and what you want to accomplish is at the core of our practice. We'll discuss your goals, the people who are most important in your life and your vision for the future. Then we'll help you organize your financial life into three strategies: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.

Timeframes may vary. Strategies are subject to individual client goals, objectives and suitability. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved.

Lift mountains

Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • William Bruen Profile Photo

    William Bruen Jr.

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AL
    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • HI
    • IL
    • IN
    • KS
    • LA
    • MA
    • MD
    • ME
    • MI
    • MN
    • MO
    • MT
    • NC
    • NH
    • NJ
    • NM
    • NV
    • NY
    • OH
    • OK
    • OR
    • PA
    • RI
    • SC
    • TN
    • TX
    • UT
    • VA
    • VT
    • WA
    • WI
    • WV
    • WY

    William, Jr. has been active in the community serving Morristown Medical Center, The Morristown Rotary Club, The Morristown YMCA, The Washington Association of New Jersey, and numerous other organizations. He currently serves on the board of the Foundation for Morristown Medical Center and is Chairman of that organization’s Brookfield Legacy Society. William served in the United States Navy and is a Trustee Emeritus of the United States Naval Academy Foundation, Annapolis, Maryland. He is a graduate of The United States Naval Academy, Annapolis, Maryland.

    • Forbes Best-in-State Wealth Advisors, 2019, 2020, 2021The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.

    • United States Naval Academy
    • Senior Portfolio Manager
    500 Campus Drive
    Florham Park, NJ 07932
  • Andrew Bruen Profile Photo

    Andrew Bruen

    Senior Vice President–Wealth Management

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    • AL
    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • HI
    • IL
    • IN
    • KS
    • LA
    • MA
    • MD
    • ME
    • MI
    • MN
    • MO
    • MT
    • NC
    • NH
    • NJ
    • NM
    • NV
    • NY
    • OH
    • OK
    • OR
    • PA
    • RI
    • SC
    • TN
    • TX
    • UT
    • VA
    • VT
    • WA
    • WI
    • WV
    • WY

    Andrew lives in Harding Township, NJ with his wife (Callie) and three children (Ella Rose, Graham, and Teddy). Andrew has served as a volunteer at Morristown Medical Center in a variety of capacities, currently serving on the Brookfield Legacy Society Committee. He also serves on the board of the New Vernon Cemetery Association in New Vernon, NJ. Andrew enjoys spending time with his family, cheering for his Auburn Tigers, and playing golf. Andrew is a graduate of The Morristown-Beard School in Morristown, NJ and Auburn University in Auburn, Alabama.

    • Forbes America’s Top Next-Gen (Generation) Wealth Advisors, 2018The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.
    • Forbes America’s Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2018, 2019, 2022The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.
    • Forbes Best-in-State Wealth Advisors, 2021, 2022The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.

    • Auburn University
    • Morristown-Beard School
    • Portfolio Manager
    500 Campus Drive
    Florham Park, NJ 07932
  • Karen Behre Profile Photo

    Karen Behre

    Senior Client Associate

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      Karen is a native of Green Village, NJ. She has worked in the financial services industry for over 40 years. She enjoys spending time with her children and grandchildren.

            500 Campus Drive
            Florham Park, NJ 07932
          • Bonnie Bravo Profile Photo

            Bonnie Bravo

            Senior Wealth Strategy Associate

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            • FL
            • NJ
            • PA
            • TX
            • VA

            Bonnie has worked in the financial services industry since 2004. She is dedicated to providing comprehensive wealth management plans and strategies to high net worth clients. She developed her exceptional organizational and administrative skills in her previous role as a Team Administrator, and handles all of the team's marketing.

            Bonnie completed her B.S. degree from Wagner College in Business Administration in 3 years.  She holds the Series 7 and 66 securities licenses, as well as Health and Life Insurance license. Married with two sons, Bonnie enjoys traveling and loves spending time with family and friends.

              • Wagner College, B.S. Business Administration
                500 Campus Drive
                Florham Park, NJ 07932

              A focus on personalized access and service

              Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.

              Retirement planning

              Retirement planning

              Multigenerational planning

              Multigenerational planning

              compass

              A way forward

              How can you be more certain in an uncertain market?

              Let's put your plan in place, for today, tomorrow and for generations to come

              You don't have to let market volatility get in the way of your long-term goals. Through the plan we create together, we can help you pursue what matters most.

              Backed by the strength of UBS

              A global leader in wealth management

              $2.8 trillion

              In invested assets globally 
              As of 06/30/2022

              51 countries

              Our global footprint

              Global leader

              UBS is a world-leading wealth manager

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