Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
Russel has served as a Wealth Management Advisor for wealthy families and institutional investors for the past 18 years. From offices in Rancho Santa Fe, Los Angeles and Rockefeller Center in New York he is a resource to clients representing the capabilities and access of Merrill Lynch Wealth Management in the global financial markets. Russel directs investment strategy, asset allocation, manager evaluation and liability management for senior business executives and a select group of clients in the entertainment, sports, legal and technology sectors. Along with his partners he provides a broad array of wealth management services for HNW and UHNW clients including: trust and estate planning management; cash management; single and restricted stock risk management, retirement planning; aviation, art and marine lending; derivatives trading and alternative investments.
Mr. Upton holds the Certified Private Wealth Advisor® certification, administered by the Investments & Wealth Institute™ (The Institute) and taught in conjunction with The University of Chicago Booth School of Business.
Previously Russel served as Senior Vice President for U.S. Trust (now Bank of America Private Bank) and Senior Vice President for City National Bank in Los Angeles and San Diego. He has also worked in the entertainment industry, serving as Manager of Finance for New Regency Productions and a Senior Accountant for Morgan Creek Productions in Burbank. Russel earned both his B.S. in Finance and MBA from the College of Business and Economics at California State University, Northridge.
His community involvement has included service as a Director on the San Diego Zoo Foundation Board, the San Diego Sports Commission Board and the San Diego Opera Board.
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Supported by the global resources of Merrill, my team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.
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.
Bank of America, N.A.
UHNW Insurance Specialist
Senior Structured Credit Executive
Bank of America, N.A.
We offer you access to the investing insights of Merrill, trust and fiduciary services from Bank of America Private Bank, and the banking convenience of Bank of America to help you pursue your goals. We will work to help you stay on track, regardless of what the markets are doing.
1 Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2 Banking, mortgage and home equity products offered by Bank of America, N.A.
3 Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
4 Trust and fiduciary services are provided by Bank of America Private Bank.
We understand that both your life and the financial markets can change over time. By periodically checking in to discuss changes in your life and revisiting your financial approach, our goal is to help you stay on track to achieve what's most important to you.
We’ll meet with you to review your goals and the progress you’ve made toward reaching them. We’ll also discuss any adjustments needed to your financial approach to help you stay on course.
Your life and goals change. As these changes occur, we can update your approach to reflect them.
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Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, together I can help you create a financial approach that reflects your personality. Only then can I offer an approach that is built around your life priorities and the advice you need to help you address fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
As Merrill Lynch Wealth Management Advisors, we will sort through the financial complexities of your life, helping you build a customized investment approach to address your needs and pursue your goals.
We put you first, every day.
We get to know you and your family, your financial situation and what matters most to you.
Drawing from our experience and the best thinking of Merrill, together we will design an approach that reflects your unique needs, priorities and financial situation.
We will work to help you stay on track, regardless of what the markets are doing.