Leadership

Russell has almost 25 years of experience as a Financial Advisor, with a proven reputation for excellent service, and accuracy driven results. Many of his clients have been life-time commitments, and most have previously collaborated with other advisors. Prior to joining Excelsior Wealth Partners, Russell spent over 10 years with M&T Securities, and another 5 working with the Sports & Entertainment division of a firm in Miami, Fl that specialized in celebrities, artists, and professional athletes.

With over a decade of experience in the financial industry, Jeff has helped clients pursue a secure and fulfilling retirement. Through risk-based wealth management, income planning, and tax efficient investment strategies, clients have peace of mind knowing they can enjoy an exciting retirement. Whether it’s navigating markets during uncertain times or taking advantage of investment opportunities as they present themselves, clients feel comfortable knowing the necessary changes will be made that allow them to continue living the life they planned for. Jeff is a Financial Industry Regulatory Authority General Securities Representative (Series 7) and a State Securities Agent (Series 63), a Registered Investment Advisor Representative (Series 65).