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R. Bruce Ogier, CFP®, CLU®, AIF®

R. Bruce Ogier, CFP®, CLU®, AIF®

President/Senior Financial Advisor, Shareholder

As President, Financial Advisor, and Shareholder at Capital Analysts of Jacksonville, Florida, Inc., R. Bruce Ogier has continued the firm’s longstanding tenure as a comprehensive financial services consulting companies of Northeast Florida. Bruce has developed and focused the firm’s vision of providing clients with objective financial advice and customized solutions.

Bruce started his career with The Penn Mutual Life Insurance Company, managing the Benefit Communicators, Inc. division. Bruce joined Capital Analysts in 1983 as a Financial Planner and has served in his current role as President and Shareholder of Capital Analysts of Jacksonville, Florida, Inc. since 1992. Bruce relies on more than 40 years of industry experience to advise and develop employee benefit programs, financial plans, and wealth management solutions in a “team-style” approach that reflects the unique goals and values of his clients.

A native of Jacksonville, Florida, Bruce is a graduate of the University of North Florida (UNF), where he served as a founding member of the Sawmill Slough Conservation Club, an organization dedicated to the conservation of the UNF campus wild lands. As an alumnus, Bruce was the founding Chair for the UNF Student Affairs Community Council in 2004, and continues to serve as a Council Member. In 2008, Bruce launched the Osprey Plaza Paver campaign, providing a way for alumni to be forever connected with their alma mater. In light of these accomplishments, Bruce has been recognized as a UNF Fab Grad and was the recipient of the UNF Alumni Association’s Outstanding Alumnus Student & International Award.  Bruce was the 2013 UNF Presidential Medallion Honoree, UNF's highest form of recognition for service and received The UNF Alumni 2019 Distinguished Achievement Award.  In the spring of 2013, he dedicated the UNF Organic Garden— now named the Frederick and Ophelia Tate Ogier Gardens— to the memory of his father and mother.  

Throughout the years, Bruce has continued his professional achievements and earned the following designations: CERTIFIED FINANCIAL PLANNERTM certification; Chartered Life Underwriter (CLU®); and Accredited Investment Fiduciary (AIF®). Bruce holds the FINRA Series 7, 22, 24 and 63 registrations through his affiliation with Lincoln Investment. He is also a licensed Life and Health Insurance agent.

 

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