Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
Russell began his career at Merrill in 1994. After leaving the Firm for a few years, he returned in 2007, and today he takes great satisfaction in helping affluent families bring order and meaning to their financial lives. Many of the clients he serves are busy and successful people who have amassed their wealth through hard work and smart saving. Russell’s goal is to help clients recognize the complexities of their situations, take care the financial tasks they may not have the time to pursue, and keep them well informed so that they can concentrate on their business and personal interests.
Throughout his career, he has been asked to consult on major financial decisions as his clients go through various transitions in life. This may include such matters as growing, preserving and transferring assets to the next generation, preparing for the emotional and financial aspects of retirement, developing executive compensation strategies, or starting or exiting a business.
An efficient and creative problem solver, Russell is passionate about understanding each clients’ unique story. Long before he formulates any specific strategies, he spends considerable time asking questions to help uncover and address potential gaps in their wealth management design. Russell draws on his knowledge and deep experience to educate and offer strategies to help address his client’s needs. He and his team assist in such areas as retirement planning, trust and estate planning services, lending, and philanthropy.
Russell is a Portfolio Manager who can help clients pursue their objectives by managing on a discretionary basis his own Personalized or Defined Strategies, which may incorporate individual stocks and bonds, Merrill model portfolios, and third-party investment strategies.
A graduate of Texas Tech University, Russell earned a B.B.A. in finance. He holds the Certified Private Wealth Advisor (CPWA®) designation. Russell currently serves on the board of directors for The Warm Place, a grief support center for children and young adults. He and his wife, Caroline, live in Aledo with their three children.
Texas Tech University
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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.
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.
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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.
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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.