With more than 13 years of experience in financial planning and investment management, Russ has the accumulated knowledge and perspective to help keep you and your financial future on a steady course. Russ understands the dynamics of wealth, how to balance the complex forces at work and how to adapt intelligently as conditions change.
Russ endeavors to create long-term, meaningful relationships with a select group of clients and provide them with personalized financial planning advice using the industry’s most comprehensive resources. His investment process takes into account your investing experience, your expectations for returns, your tolerance for risk, and the performance of your portfolio.
Based on what he learns about you and your goals and an analysis of the current financial markets, Russ designs a customized investment portfolio based on recommendations made solely with your best interest in mind. He then takes the time to explain his recommendations and, once you are comfortable with your new plan, Russ puts it into action and monitors its performance for opportunities to adapt to life changes and new goals.
Russ began his career in financial services in 2008 and previously spent nine years with Wells Fargo Advisors and one year at Smith Barney. Today, Russ provides financial and estate planning through the use of equities, fixed income securities, managed money, and 529 education savings plans and more through Raymond James.
Russ is a native and current resident of Elizabeth City, North Carolina. He is a board member of The Albemarle Area Committee of 100*. Away from the office, Russ also enjoys hunting, fishing, and outdoor recreation with his family. Russ is happily married to his wife Courtney of 16 years and they have two daughters, Harper and Marin.
*Raymond James is not affiliated with the above organizations