Business Philosophy
Carl was the Top Advisor for JPMorgan’s Private Client Division working out of Boca Raton, until joining Generations Wealth Advisors in April of 2014.
Carl LaBruna lives and works by one motto: To give real service you must add something which cannot be bought or measured with money, and that is sincerity and integrity. Without integrity-without putting his client’s interests before his own, he would not be proud of the vast business he has built.
Carl’s goal is to provide families and business owners with assistance in building and maintaining their financial freedom. He has the skills, knowledge and experience required to help his client’s achieve their goals. His personal goal is to become a lifetime resource for each & every client, often utilizing outside Attorney’s, CPA’s and other Professionals
Carl chose Generations Wealth Advisors as the firm shares his belief that the clients always come first. Being an Independent Advisor with GWA affords him the ability to truly give unbiased advice and guidance.
He utilizes non-proprietary products from a wide variety of companies to solve his client’s needs. Carl works in the Palm Beach market where many of his clients are High Net Worth Individuals, Families, Professionals & Business Owners, seeking retirement income strategies, estate planning, charitable giving, wealth transfer, asset allocation to name a few. These areas are the core of his specialty. Carl truly cares about his clients. He realizes how hard they work to earn their money, so he works even harder to help them keep it and have it work for them.
Qualifications
Carl LaBruna has worked in the Financial Services industry for over 30 years. He holds the following Securities Licenses 7, 9, 10, 24, 63, 65 and a State of Florida 2-15 License (Life, Health, and Annuity).
Having started his investment career at Merrill Lynch in 1981, He has been a Top Producer Nationally for Citicorp, a Managing Director of two Investment Banks as well as a Regional Manager for HSBC before moving to S. Florida in 2005 as well as Top Advisor for JPMorgan.
Carl utilizes a holistic planning and educational approach to determine their specific goals, needs, objectives and risk tolerance. After reviewing all options available and the risks and rewards of each; Carl then establishes a personalized custom program for each client.
Personal
Carl is married to his lovely wife Julie and has three grown children, Anthony, Nicole and Stephanie. He and his Wife Julie love living at Ibis Golf and Country Club with all that it offers. In his spare time, he enjoys all that the S. Florida Lifestyle has to offer, fine dining, wine tasting, golf and his passion for offshore fishing on his boat. He also remembers to give back as well. Contributing to and working with Make-A-Wish and St. Jude’s Children’s Research Hospital and the RDK Melanoma Foundation where his wife is a Chairperson.