Russell Blockhus and his team of investment industry professionals combine their industry knowledge and capabilities with the global resources of Merrill and banking convenience of Bank of America to provide their clients with a comprehensive wealth management strategy. Russell and his team focus on lending, implementing multi-generational wealth management strategies and tax efficient investing. With 5+ years in the financial services industry, Russell Blockhus joined Merrill Lynch Wealth Management in July 2020. He has experience with hosting financial wellness educational seminars for major organizations and Fortune 500 companies in the area. Additionally, he has a firm grip on maximizing employee benefit suites, divesting out of concentrated stock positions in a tax efficient manner and helping to ensure efficient transfers of wealth between generations.
Our team is involved with local communities, assisting charitable organizations such as the Ronald McDonald House. For more information about how we can help you pursue your goals and dreams, contact us at your convenience.
My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
