Rachael M Russell
Rachael Russell is a Financial Advisor with Merrill serving clients from the Front Range, including Fort Collins and Boulder. She earned a Bachelor of Science in Business Management from Duquesne University and a Master of Business Administration from Colorado State University with a certificate in applied finance. Before becoming a financial advisor, Rachael spent nearly a decade in municipal government, where she developed a knack for developing strategic solutions for complex problems.
Rachael is passionate about helping clients navigate retirement, charitable giving, legacy planning, and major life transitions. She believes that financial success is not defined solely by numbers but by the ability to live freely, support the people and causes that matter most, and move confidently towards the future.
Outside of the office, Rachael is actively engaged in the Northern Colorado community. She serves on the Board of Directors for the Fort Collins Museum of Art and volunteers as a victim advocate with Fort Collins Police Services. Rachael and her husband, Trace, reside in Fort Collins, are members of the Fort Collins Country Club, and enjoy year-round outdoor activities including ice climbing, cycling, paddleboarding, and hiking.
As part of a personalized financial plan, I'm here to help you navigate:
- Concentrated stock strategies
- Retirement income planning
- Philanthropic giving strategies
- Preparing for college funding
- Bank of America lending solutions
- Business succession planning
- Tax minimization strategies
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.
