Russ is committed to helping his clients feel heard, no matter what questions or concerns they may have. As a financial advisor, he puts complex investment strategies in layman’s terms to help clients remain informed every step of the way and feel empowered to make the financial decisions best suited for them. As part of his team’s investment committee, Russ leads financial planning efforts and provides clients with ongoing communications.
Russ earned his Bachelor of Arts in business management from Lycoming College in 2004. He continued his financial education in Fairleigh Dickinson University and obtained his Certified Financial PlannerTM designation in 2016. By completing the rigorous certification process, he demonstrated his commitment to meeting the CFP Board’s continuing education requirements and practicing with higher ethical standards. Russ is also a member of the Financial Planning Association, which helps individuals find ethical, objective and client-focused financial planners.
Prior to joining Raymond James in 2018, Russ worked as a financial advisor at Wells Fargo for eight years. He has past experience working alongside financial advisors at New York Life Insurance Company and at Prudential Financial. After holding positions at several large investment firms, Russ found himself drawn to the independence Raymond James provides its financial advisors. Russ’ distinct background provides him with unique insight into the different aspects of working with a financial advisor.
Since joining the financial planning field, Russ has earned numerous awards and accolades. In 2017 and 2018, he was ranked among Forbes magazine’s America’s Top Next Generation Wealth Advisors*. From 2015 to 2018, he was recognized as an executive council member of the Premier Advisor Program at Wells Fargo Advisors, an honor granted to a select group of financial advisors based on their business production, educational achievements and professionalism.
Russ considers himself lucky to have grown up in a household that valued sound financial decisions and long-term planning. With his father being a financial advisor, Russ was drawn to the field of financial planning from a young age. Now that he’s an advisor himself, he’s passionate about working with retirees and second- and third-generation clients to help inform them on the benefits of long-term investing and planning.
A resident of Westfield, New Jersey, Russ lives near his hometown of Scotch Plains. When he’s not in the office, you can find him spending time with his wife, Cassie, and their two daughters.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
* Forbes list of "America's Top Next Generation Wealth Advisors
“Data provided by SHOOKTM Research, LLC Data as of 3/31/2018.
SHOOK Research considered advisors born in 1980 or later with a minimum 4 years relevant experience. Advisors have built their own practices and lead their teams; joined teams and are viewed as future leadership; or a combination of both. Ranking algorithm is based on qualitative measures derived from telephone and in-person interviews and surveys: service models, investing process, client retention, industry experience, review of compliance records, firm nominations, etc.; and quantitative criteria, such as assets under management and revenue generated for their firms. Investment performance is not a criteria because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC. Neither SHOOK nor Forbes receives compensation from the advisors or their firms in exchange for placement on a ranking. Raymond James is not affiliated with Forbes or Shook Research, LLC. This ranking is not indicative of advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Out of 5,832 advisors considered, 1000 made the final list in 2018.
For more information see www.SHOOKresearch.com.
1Minimum account sizes are general since it can vary depending on a range of circumstances. 2Advisors are judged on individual contribution but total team assets are shown, which can include one or more additional advisors. 3Minimum account sizes are general since it can vary depending on a range of circumstances.
Raymond James is not affiliated with the above organizations and/or charitable causes.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.