Bruce Moskowitz

Bruce Moskowitz is a Wilmington, North Carolina–based wealth advisor with more than 30 years in the financial-services industry. He earned a bachelor's degree in business from the University of Georgia, where he says he discovered his passion for finance, and then built a career as a financial advisor. His earlier roles include Senior Vice President, Investment Officer at Wachovia Securities (from 1983 to 1998) and Senior Vice President of Investments at Morgan Stanley / Morgan Stanley Smith Barney (from roughly 1998 to 2009).

In 2010 he founded his own independent practice, Sterling Wealth Management, located at 2715 Ashton Drive in Wilmington, operating with support from Commonwealth Financial Network. In October 2024 he merged that practice into LifeTime Asset & Tax Management, joining as a Wealth Consultant and Managing Partner to open and lead the firm's new Wilmington office, giving his clients broader resources including in-house tax planning.

Moskowitz holds several professional designations — Chartered Retirement Planning Counselor (CRPC), Accredited Asset Management Specialist (AAMS), and Accredited Investment Fiduciary (AIF) — along with FINRA Series 6, 7, 63, and 65 registrations and life, health, long-term-care, and variable-annuity insurance licenses. He was named to Forbes' Best-In-State Wealth Advisors list for 2025.

He is active in the Wilmington community, having been appointed to the Cape Fear Community College Board of Trustees and served on the boards of the UNC Wilmington Foundation (former Board Chair), the New Hanover Regional Medical Center Foundation, the North Carolina Holocaust Council, North Carolina Hillel (former Board Chair), and B'nai Israel Synagogue (former Board Treasurer).

• His documented work is personal wealth and retirement planning, not startup investing. He "specializes in building long-term financial plans" to help clients fund education for children/grandchildren, retire with confidence, and provide for their families.
• Services span investment management, retirement planning, estate planning, tax planning, and insurance — delivered as a fiduciary (AIF designation).
• No public statements, portfolio, or thesis describe him making angel/seed-stage startup investments. Founders seeking early-stage venture capital would not find a documented match here based on available evidence.