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Bruce Lee has a work experience spanning from 1990 to the present day. Bruce started their career as a Vice President/Senior Investment Officer at First National Bank of Zanesville, Ohio in October 1990 and held this position until April 2006. Bruce then joined Community Financial Advisors, where they initially served as a Managing Partner from April 2006 to February 2008, before being promoted to Senior Vice President, a role they have held since February 2008.

Bruce Lee attended Eastern Illinois University from 1973 to 1977, where they earned a Bachelor of Science degree in Education. In 1989, they attended the Advanced Trust Investments School at Cannon Financial Institute at Notre Dame University. From 1990 to 1992, they attended The American College, where they obtained the certification as a Financial Planner. No specific field of study is mentioned for their Certified Financial Planner degree or their time at Eastern Illinois University.