Scott Russell

Scott Russell CFP®

Partner, Wealth Advisor

813-374-9676

Scott Russell has over 25 years in the financial services industry, primarily at the institutional level of a Broker Dealer and Registered Investment Adviser Representative. His corporate experience includes managing M&A activity, operations, corporate culture, and serving on investment committees. Scott now serves families and business owners by providing financial planning advice. Scott is a CERTIFIED FINANCIAL PLANNER™ practitioner. He has a Bachelor of Science degree in Business Administration with a major in Finance from the University of Florida. He has also completed the Securities Industry Institute® program, sponsored by SIFMA, at the Wharton School of the University of Pennsylvania. Scott is a Registered Representative and an Investment Advisor Representative with Royal Alliance Associates, Inc.

WHAT WE DO

Financial Advisors in Tampa and St. Petersburg, FL

As financial advisors located in Tampa and St. Petersburg, we specialize in financial planning and wealth management. For our clients, ‘wealth’ is more than just money. It is their ability to do what they want, when they want and how they want.
Our role is to help them get there.

Scott Russell CFP®

WHAT WE DO

Financial Advisors in Tampa and St. Petersburg, FL

As financial advisors located in Tampa and St. Petersburg, we specialize in financial planning and wealth management. For our clients, ‘wealth’ is more than just money. It is their ability to do what they want, when they want and how they want. Our role is to help them get there.

Scott Russell CFP®

As financial advisors located in Tampa and St. Petersburg, we specialize in financial planning and wealth management. For our clients, ‘wealth’ is more than just money. It is their ability to do what they want, when they want and how they want.
Our role is to help them get there.