Sign In
Get Clay Free →

Suggestions

    Marc Russell

    Co-Founder And Principal at AdvicePeriod

    Marc Russell is a Co-Founder and Principal at AdvicePeriod, a wealth management firm. He is based in South Florida and specializes in simplifying clients' financial lives while focusing on complex tax and estate planning issues.13

    Russell has an extensive background in the financial industry:

    1. He began his career at Convergent Wealth Advisors, where he played a key role in launching and growing the firm's California office.1

    2. He worked at Vanguard for about four years, rising to the position of Team Leader for College Savings. During his time there, he saw the company's assets grow from $1 trillion to $4 trillion.24

    3. Russell is also the founder of BetterWallet, a financial education platform launched in November 2021. BetterWallet has been recognized as one of the best financial literacy platforms in the country and has been featured in major publications like Time Magazine, Forbes, and Bloomberg.4

    Russell holds a Bachelor of Arts degree in economics from Amherst College and an MBA from the Wharton School at the University of Pennsylvania. He is a Chartered Financial Analyst (CFA) and a member of the CFA Society of South Florida.1

    In 2024, Russell was ranked #41 on Forbes' Best-In-State Wealth Advisors list for South Florida.1

    Highlights

    Meet Our Team - Mariner Wealth Advisors
    Apr 25 · adviceperiod.com
    Marc L. Russell - AdvicePeriod
    Marc L. Russell - AdvicePeriod
    Mar 31 · ngpf.org
    Marc Russell from BetterWallet on his Entrepreneurial Journey - Blog

    Related Questions

    What are some of the complex tax and estate planning issues Marc Russell specializes in?
    How did Marc Russell's experience at Convergent Wealth Advisors influence his approach at AdvicePeriod?
    What makes Marc Russell's approach to wealth management unique compared to other firms?
    How did Marc Russell's background in the foster care system shape his entrepreneurial journey?
    What are some of the key strategies Marc Russell uses to help clients simplify their financial lives?
    Marc Russell
    Marc Russell, photo 1
    Marc Russell, photo 2
    Add to my network

    Location

    Greater Los Angeles Area