Russell Smith
,
Senior Financial Advisor
NMLS #2282095
7675 Folsom Dr
Beaumont, TX 77706
409.899.0157
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Changes in life can require changes to your investment approach. Whether it’s a small or significant event, what was right for you at one time may not be right at another time. Your Merrill advisor can offer you the resources, investment choices and strategies — along with access to banking services such as customized lending and credit from Bank of America — that can help you position yourself for the retirement lifestyle you desire.
Profile

Russell C Smith has experience helping executives manage concentrated stock positions or deal with the challenges of important transition events like retirement, inheritance or the sale of a business, as well as providing access to Bank of America Private Bank trust and estate planning services and Bank of America's credit, lending and overall banking convenience.  In addition, he can work with your outside attorneys, accountants and other professional advisors to help coordinate financial and legacy plans.

About Me
Welcome

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.

Meet Our Professional Staff
John S Mathews
Managing Director, Senior Consultant
409.899.0121
Lisa R McAnelley,

AAMS™

Officer, Relationship Manager
409.899.0182
LaTonya Jones
Wealth Management Client Associate
409.899.0181
Melissa M O'Quinn
No Officer Title, Wealth Management Client Associate
409.899.0180
Additional Resources
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Ryan Casey
Investment Solutions Group Portfolio Strategist
Bank of America, N.A.
Daniel Colt
Wealth Management Lending Officer
Bank of America, N.A.
NMLS #39170
Erik Guerrero
Wealth Management Banking Specialist
Merrill
Let's Have A Conversation
We take the time to listen and learn about you and your family before creating strategies that aim to meet your needs, goals and best interests now and in the future
About Merrill

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.

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Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®. Use of CIMA®, and/or Certified Investment Management Analyst® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for investment management professionals.
Russell Smith is registered to do business in AL, AR, AZ, CA, CO, CT, DC, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MO, MS, NC, NJ, NM, NY, OH, OK, PA, SC, SD, TN, TX, VI, WA, WI, WY.