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Benjamin A Russell, Private Wealth Advisor serving the Colchester, VT area - Ameriprise Advisors

Benjamin A Russell

CFP®, CRPC, APMA

Private Wealth Advisor

Marblestone Wealth
24
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Domestic Partner Planning
  • Tax Planning Strategies
  • Social Security Retirement Benefits
  • Investment Management
  • Estate Planning Strategies
  • Executive Compensation and Benefit Strategies
  • Intergenerational Planning
  • Cash Flow Management Strategies
  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Family Finances
  • Insurance
  • Charitable Giving

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • CRPC™ Chartered Retirement Planning Counselor™
  • APMA™ Accredited Portfolio Management Advisor™

Education

  • Master of Arts, Ball State University
  • Bachelor of Science, University of Delaware

Awards & recognition

  • Marblestone Wealth, Forbes Top Wealth Management Teams: Private Wealth, 2024
  • Forbes Best-in-State Wealth Advisors, 2020 - 2022
  • Ameriprise Circle of Success, 2006 - 2021

Professional associations

  • Master Certified Coach
  • Leadership Champlain

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Community participation

  • I currently support Vermont Public Radio and have participated with Leadership Champlain and Big Buddy in past years.
  • I participate in the Vermont Children's Trust Foundation event, The Polar Express, where I am a singing conductor.
  • Our team volunteers locally at least semi-annually. This summer we volunteered at the Vermont Youth Conservation Corps (VYCC).
  • As team we contributed to ten local non-profit organizations this year. In addition, Ameriprise matched the majority of our donations!

Interests

  • I have a wonderful wife and 4 boys. We enjoy laughing and adventuring together as a family. Our sons are becoming nice young men as they move through high school and college.
  • Outside work you will find my wife and I walking through woods, mountain biking, and paddle boarding on Lake Champlain. We also enjoy camping and traveling.
  • Growing up in Saudi Arabia allowed me to develop a passion for travel. I lived in Spain for one year in high school, and I speak Spanish. Being globally minded, and raising children that have a global worldview, is central to who I am as a person and a father.