Claudia Bruce

What exactly do you do at our company?

I work with the Virginia Wealth Management team to create comprehensive financial plans for our wonderful clients.

What is your favorite part about working with McLean?

My favorite part of McLean is learning from the diverse group of advisors who come from different backgrounds with varying experiences.

What are 3 words you'd use to describe McLean?

I would describe McLean as smart, enthusiastic, and client-focused.

What's a fun fact about you that many people may not know?

I earned my private pilot's license in 2020 and flew solo for the first time at 17 years old! Becoming a pilot was a great confidence-builder, yet it was the most challenging and rewarding experience.

What do you like to do when you aren't working?

When I'm not working, I love spending time with my 1.5-year-old yellow lab, LuLu! She's a spunky, energetic pup who keeps my boyfriend and me on our toes. We spend a lot of time training, playing, and running around with her. She keeps us busy and entertained!

Are you a coffee or tea person?

Neither! But if I have to choose – tea.

How many different states have you lived in?

I've lived in three states: California, Maryland, and Virginia. I'm currently living in Arlington and loving it!

What's your favorite book or movie?

The Nightingale by Kristin Hannah.

Early bird or night owl?

Night owl.

What food have you tried that was the furthest out of your comfort zone?

Alligator (I'm not a fan).

Financial Planner