3 Common Things Our Clients Do To SucceedSubmitted by Financial Advisors in Tampa and St. Petersburg, FL | CFO on August 27th, 2018
By Scott Russell, CFP®
Although our clients backgrounds are diverse, there are 3 common traits that we have noticed. Watch this video to learn what they are, and what to do next to work toward achieving your goals.
Scott Russell is a partner at Concierge Financial Organization with over 25 years in the financial services industry. First working at the institutional level of a broker dealer and investment advisor with over $28 billion in assets, he now serves families and business owners by providing financial planning advice. He uses his knowledge and experience to assist families and organizations with financial planning and investment management. In addition, he applies his personal experience to help families with children with special needs with their unique financial planning challenges. Learn more by connecting with Scott on LinkedIn.
Concierge Financial Organization is independent of Signator Investors, Inc. Registered Representative/Securities and Investment Advisory Services offered through Signator Investors, Inc. Member FINRA, SIPC, a Registered Investment Adviser. 1511 N. West Shore Blvd, Suite 1100, Tampa, FL 33607. 813.288-8800 513-20180806-467270