Bruce McCrea

Partner

Bruce is passionate about helping clients reach their financial goals. It is in this spirit that he devotes each day to working closely with families, individuals and businesses to establish and strategically pursue their financial goals. He helps investors navigate the myriad of available investment options with dedicated service and a personal commitment. For more than 40 years, Bruce has helped families, individuals and business owners pursue their goals, simplify their lives and ultimately achieve financial independence with his common-sense approach to money and investing.

Bruce earned an MBA and a Bachelor of Science degree in commerce from the University of Louisville, where he also spent five years as a faculty member teaching economics. He started his career in 1979 as a broker, and then assistant manager, with Merrill Lynch. He has worked as a broker and assistant manager at Dean Witter and a branch manager at Prudential Securities. In 2005, recognizing that bigger isn’t always better and to allow for a more personized service for clients, Bruce and his two partners, Jim Kane and Sheree Bollinger, started the Louisville office of First Kentucky Securities, where he was an investment advisor and portfolio manager for the McCrea Bollinger Group, and served as president and CEO.

Along with his partners, Chris McCrea, Bryan McCrea, and TC Falkner, Bruce helped formed Legacy Financial Independent Advisors in January 2023. 

Bruce was born and raised in Louisville, Kentucky, where he lives today with his wife, Shaun. They have two sons, Chris and Bryan, who work with him as Financial Advisors. Bruce owns racehorses and is an avid college basketball fan who enjoys watching games with his sons. 

Bruce can be reached at (502) 873-0522 or via email.