Russell began his career at Merrill in 1994. After leaving the Firm for a few years, he returned in 2007, and today he takes great satisfaction in helping affluent families bring order and meaning to their financial lives. Many of the clients he serves are busy and successful people who have amassed their wealth through hard work and smart saving. Russell’s goal is to help clients recognize the complexities of their situations, take care the financial tasks they may not have the time to pursue, and keep them well informed so that they can concentrate on their business and personal interests.
Throughout his career, he has been asked to consult on major financial decisions as his clients go through various transitions in life. This may include such matters as growing, preserving and transferring assets to the next generation, preparing for the emotional and financial aspects of retirement, developing executive compensation strategies, or starting or exiting a business.
An efficient and creative problem solver, Russell is passionate about understanding each clients’ unique story. Long before he formulates any specific strategies, he spends considerable time asking questions to help uncover and address potential gaps in their wealth management design. Russell draws on his knowledge and deep experience to educate and offer strategies to help address his client’s needs. He and his team assist in such areas as retirement planning, trust and estate planning services, lending, and philanthropy.
Russell is a Portfolio Manager who can help clients pursue their objectives by managing on a discretionary basis his own Personalized or Defined Strategies, which may incorporate individual stocks and bonds, Merrill model portfolios, and third-party investment strategies.
A graduate of Texas Tech University, Russell earned a B.B.A. in finance. He holds the Certified Private Wealth Advisor® (CPWA®) designation. Russell currently serves on the board of directors for The Warm Place, a grief support center for children and young adults. He and his wife, Caroline, live in Aledo with their three children.
*Lending is through Bank of America, N.A.
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.
