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Our financial advice team


Russell Wilson, Financial Advisor serving the Orlando, FL area - Ameriprise Advisors

Russell Wilson

AWMA℠, AAMS, CRPC, CLTC®

Financial Advisor

Chartered Retirement Planning Counselor™
Virtus Wealth Advisors
19
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

  • Retirement Planning Strategies
  • Investments
  • Insurance
  • Executive Compensation and Benefit Strategies
  • Wealth Preservation Strategies
  • Estate Planning Strategies
  • Tax Planning Strategies
  • Domestic Partner Planning
  • Cash Flow Management Strategies

Qualifications

  • AWMA℠ Accredited Wealth Management Advisor™
  • AAMS™ Accredited Asset Management Specialist™
  • CRPC™ Chartered Retirement Planning Counselor™
  • CLTC® Certified Long Term Care
  • Series 7
  • Series 66

Awards & recognition

  • Five Star Wealth Manager, 2013, 2014, 2016

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

Community participation

  • Golden Retriever Rescue Volunteer
  • Orlando Day Nursery

Interests

  • League Bowling
  • Handgun Shooting Sports
  • Current Technology Advancement
  • Science Fiction Films