LOUISVILLE, Ky. — Ross, Sinclaire & Associates has hired Bruce Corwin of Goshen, Ky., as a wealth manager in the firm’s Louisville office.
The announcement comes as Cincinnati-based RSA continues to expand its wealth management staff and grow its Private Client Group.
“Bruce is a process- driven problem solver,” said Kevin Thompson, director of RSA’s Private Client Group. “He works with each of his clients to develop a roadmap to their financial success and then walks them down that road. He’s a phenomenal addition to our Private Client Group.”
Corwin graduated from Framingham State University in Massachusetts and has more than 30 years of experience as a financial professional. He has also been granted or earned the certified financial planner and wealth management specialist certificates, as well as the designation of an accredited asset management specialist.
“I treat my clients as I would a family member and enjoy taking time to explain financial topics in plain English,” Corwin said. “As a certified financial planner, I help people to clearly define their financial goals and then guide them on a course to reach those goals.”
“RSA offers me the capabilities and flexibility to provide a first-class wealth management experience for my clients,” he said. “Additionally, RSA’s position as one of the top firms in the municipal bond market in our region is a valuable resource for my affluent clients seeking income that is exempt from both federal and state income tax.”
When he is not at work or with clients, Corwin enjoys spending time with his wife, Susan, and their children. He also enjoys horseback riding and volunteering. For five years, he served on the board of Best Buddies Kentucky, a charity that provides programs for children with disabilities. He co-chairs and annual event called the Bourbon Mixer, which has so far raised more than $100,000 to benefit the Coalition for the Homeless.