Bruce Brownell

Senior Vice President – Retirement


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A 30+ year veteran in financial consulting, Bruce Brownell is a founder of Fulcrum Partners, LLC. With the goal of building a wholly independent, executive benefits consultancy recognized for great assets, technical astuteness, and creative solutions, Bruce has been at the core of driving Fulcrum Partners to a position of industry excellence. From his years in the U.S. Navy to his extensive experience in executive benefits, Bruce brings skills built on a foundation of leadership, vision, and strategic thinking.

“In order to retain key people, organizations need to reward them in meaningful and substantial ways, leveraging the retirement concerns of workers. Retirement security should be a part of long-term value creation. Fulcrum Partners helps guide organizations in making the decisions that are best for the employees, the company itself, and its shareholders.” –Bruce Brownell

With more than 20 years exclusively in executive benefits, Bruce has consulted in many for-profit industries, including engineering, manufacturing, distribution, health care, and technology. As a specialist in IRC Section 409A, Bruce’s experience covers the full range of executive benefit plans, including the integration of equity-based plans, tax deferred executive compensation arrangements, supplemental retirement strategies, and other executive benefit and performance based plans.

Bruce was a pioneer in developing Fulcrum’s Executive Benefits Benchmarking practice, a unique deliverable in the benefits marketplace.

Experience and Service
  • Former Senior Vice President at Clark Consulting, Inc.
  • Former Senior Vice President at Cigna Financial Advisors, Estate Planning, and Business Succession Planning
  • United States Navy, Surface Warfare 1980-1987
  • Jacksonville Historic Naval Ship Association, Board Member
Degrees, Certifications, and Registrations
  • CERTIFIED FINANCIAL PLANNER™ Series 6, 63, 65, 7
  • Financial Planning Association, Member
  • Association for Advanced Life Underwriters, Member
  • Kenyon College, Artium Baccalaurei
Key Articles and Reports by Bruce Brownell

Rethinking Executive Compensation While Awaiting Section 162(m) Guidance

Rethinking Executive Compensation While Awaiting Section 162(m) Guidance

White paper report coauthored by Bruce Brownell, CFP, Founder, Managing Director and Partner Fulcrum Partners; G. Scott Cahill, CLU, Founder, Managing Director and Partner Fulcrum Partners; Joan Vines, Managing Director, National Tax – Compensation and Benefits, BDO; Carl Toppin, Managing Director Compensation and Benefits, BDO; Andrew Gibson, Regional Managing Partner – Tax Services BDO; and Peter Klinger, Partner, Compensation & Benefits, BDO.

More places to find news about Fulcrum Partners Ponte Vedra Beach and Fulcrum Partners nationwide

You can download photos for the Fulcrum Partners team and more information about Fulcrum Partners Executive Benefits Consultancy here: Authorized Image and Document Download

Bruce Brownell is affiliated with Lion Street Financial, LLC. (LSF). Securities offered through Lion Street Financial, LLC., (LSF) member FINRA & SIPC. Investment Advisory Services offered through CapAcuity, LLC and Lion Street Advisors, LLC., Registered Investment Advisors. OneDigital and Fulcrum Partners are separate entities from LSF & from CapAcuity, LLC. LSF & CapAcuity, LLC. are non-affiliated entities.

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Publications and Presentations

The Exchange for People Strategy (June 2014)

The Exchange for People Strategy (May 2014)

The Exchange for People Strategy (March 2014)

  • With an in-depth understanding of analysis, design, integration, administration, and communication of executive compensation and benefit strategies, Bruce helps companies attract and retain key talent by integrating benefits into total rewards