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Russell’s goal is to use financial planning as a way to positively impact lives, and enable others to do the same. At Twelve Points, he saw a talented and nimble team of advisors driven by purpose and knew it was the type of place where that goal could be realized. As an advisor, Russell leverages his analytical nature to organize and optimize financial systems, specializing in equity compensation and balancing numerical data with a subjective outlook.
A lifelong native of Central Mass, Russell spends his free time hosting friends and family with his wife, cooking, and playing tabletop games.
Russell is a CERTIFIED FINANCIAL PLANNER™️ and received a Bachelor’s degree in Physics from Eckerd College. Additionally, he holds his Series 7 and Series 66 securities licenses, as well as insurance licenses for Life, Accident & Health.
*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Twelve Points Wealth is engaged, or continues to be engaged, to provide investment advisory services.