Scott Russell

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.