Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
I offer personalized financial advice to help my clients achieve their goals with the optimal risk to reward tradeoff. Wealth management is more than just saving and investing, rather, it is a vehicle by which my team and I service our clients to meet them at their point(s) of need. I help people gain a holistic understanding of their finances, values, and goals in order to formulate effective strategies toward building the future they envision.
I have always been a connector of people. What I love most about my job is that it affords me the opportunity to work with eclectic groups of people to help them live their best lives. This often goes beyond financial services as I often service my clients as a connector of persons. By connecting others with people in my network, I have played a role in friends and clients receiving life changing personal and professional opportunities.
WHAT YOU CAN EXPECT:
- I will work hard for you, earning your trust through responsive action that testifies to your importance to me.
- I will help you see things from a different perspective. By considering your options and weighing your alternatives, you can be more confident in the path that lies ahead.
- I will connect you to the breadth of banking resources at Bank of America and investment resources of Merrill, helping you identify opportunities in investing, home financing*, long-term strategy, and retirement planning, among others.
- I will support you in becoming a more capable and confident steward of your wealth, mindful of the sacrifice and effort you have made in the past and the aspirations that lie in your future.
LET'S CONNECT: If you are facing a significant decision in your life or career, or you find that managing your wealth has become time consuming or complex, reach me directly at 805.381.1495, Russell.Ude@ml.com. I will provide you with personalized advice, new ideas to consider, and an empathetic perspective.
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
Learn about the MyMerrill Mobile App.
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.
Wealth Management Lending Officer
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.
MyMerrill is your online destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.
Your advisor is a click away within our site or mobile apps
You can manage account security with our customizable security capabilities such as touch ID, one time passcode, and other security features
Access to your complete financial life is available with My Financial Picture, Merrill’s asset aggregation tool
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.