Russell A. Bartlett III Vice President Client advisor

As a client advisor and beer aficionado, Russ enjoys helping craft beer brewers create 401(k) and personal financial plans. He strives to provide cost-effective retirement options that free business owners of the administrative workload that typically comes with company-provided benefits.

If you were to pull up a stool next to him, you would quickly discover his passion for financial planning and his clear and straightforward style, as well as his eclectic taste in brews. He applies 15 years of experience in the financial services industry to his work – working with independent breweries to develop, implement and monitor retirement plans that are uniquely designed for independent craft breweries and the guilds/associations they are part of.

Before joining Alex. Brown, a division of Raymond James, Russ focused on fixed income, covering institutions at Deutsche Bank/JP Morgan/Bear Stearns. He attended Boston University and earned a B.A. degree from St. Lawrence University. Prior to college, Russ spent four years at Phillips Exeter Academy in Exeter, New Hampshire.

A member of the Massachusetts and Maine brewers guilds, he enjoys touring the many craft breweries in the eastern U.S. and also spends time golfing, running and hiking. Russ has been involved with the Cranberry Cup Charitable Association. An organization that supports Autism, The Foundation for Fighting Blindness and JDRF for the last 10+ years. He lives in Wenham, Mass., with his wife, Marisa, and their three children: Lucy, Adeline and Sam.