Jon Russell,

Since 2003, Jon has helped clients navigate many types of market environments with his steady outlook and strategic mindset. As a founder and leader of the practice, he is passionate about helping clients find the straightest path in their efforts to grow, preserve and transfer their wealth.

“When a client comes to a major turning point in life, like retirement, it is the first and only time they will likely experience it, whereas we have seen it dozens of times,” Jon says. “It’s that depth of experience and understanding that helps clients feel confident in their financial path.”

A Certified Financial Planner™ professional, he is committed to high ethical standards and uses his innate optimism, work ethic and diligence in creating a distinctive client experience. This includes a customized wealth strategy that integrates a variety of disciplines: financial planning, cash-flow analysis and modeling, investment management, pre- and post-retirement planning, and access to personalized banking and lending through Raymond James Bank, N.A.

Prior to joining Raymond James with the Russell Winkler Private Wealth Management team in 2019, he served as an advisor at Merrill Lynch, where he co-founded the Russell-Winkler Group. He began his career in the industry at UBS, where he worked for six years. He earned a bachelor’s degree in finance from Walsh College.

Jon is married and has three children. In his free time, he enjoys golfing, playing basketball and staying fit. He also volunteers as youth basketball coach for a local travel team, an experience he finds extremely gratifying.

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Certified Financial Planner Board of Standards Inc. owns the certification marks CFP^®, CERTIFIED FINANCIAL PLANNER™, CFP Logo Flame Design and CFP Logo Plaque Design in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Raymond James & Associates, Inc. and Raymond James Financial Services, Inc. are affiliated with Raymond James Bank, N.A. Unless otherwise specified, products purchased from or held at Raymond James & Associates or Raymond James Financial Services are not insured by the FDIC, are not deposits or other obligations of Raymond James Bank, are not guaranteed by Raymond James Bank and are subject to investment risks, including possible loss of the principal invested. Products, terms and conditions subject to change.