With more than 35 years of financial industry experience, Russell focuses on helping clients develop goal-based plans with strategic investments that can be adjusted based on market conditions and opportunities. As a portfolio manager in Stifel’s Solutions Program, Russell manages assets on a discretionary basis using a highly personalized and research-driven investment approach for clients who choose this advisory services program. This enables him to quickly react to market conditions when implementing these clients’ investment strategies. The result is customized investment management, with strategies tailored to his clients’ specific needs and objectives.
Before partnering with Bob in 1998, Russell previously worked as a Certified Public Accountant for private and publicly traded companies. He earned the CERTIFIED FINANCIAL PLANNER
® certification from the Certified Financial Planner Board of Standards Inc. and has been named to
Forbes’ Best-in-State Wealth Advisors list in 2018, 2019, 2020, 2021, and 2024.
Russell graduated in 1985 from Southern Methodist University with a B.B.A in Accounting. He and his wife, Elizabeth, live in Dallas and have two grown children, Sarah and John. Outside the office, he is involved with Boy Scouts, his church, the Salesmanship Club of Dallas, and is an avid golfer.
CA Insurance Lic. #4003334
Forbes’ Best-in-State Wealth Advisors rankings are based on the 12-month period ending June 30 of the year prior to publication and selected by SHOOK Research, LLC from a pool of nominations as indicated in the methodology. The rankings may not be representative of any one client’s experience and are not indicative of the financial advisor’s future performance. For more information, see www.stifel.info/award-disclosures.
The Solutions program requires a minimum investment, which varies by strategy. Ask your Financial Advisor for a Disclosure Brochure, which further outlines the fees, services, exclusions, and disclosures associated with this program. Since all investment decisions in a Solutions account are made by the Financial Advisor without having to receive prior client approval, it is important that Solutions clients have detailed knowledge of the Financial Advisor’s individual investment philosophy and decision-making process before entrusting him or her with their portfolio. You should consider all terms and conditions before deciding whether the Solutions Program and any particular strategy are appropriate for your needs.