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Kay

Russell

础础惭厂鈩

picture of a planner

Here to act in your best interests

About me

I am passionate about helping to improve the lives of individuals and their loved ones through financial services. Everyday, I look forward to making a meaningful difference one person at a time. It has been a privilege to earn the trust of my clients and I look forward to continuing to serve new clients.

Certifications

Accredited Asset Management Specialist鈩

Education

Bachelor of Arts, Communications - George Mason University

Visit one of our Locations

Austin I - Austin

1111 West 6th Street

Building B, Suite 310

Austin, TX 78703

Working with Us

The further you go in your financial life, the more complex it becomes. That鈥檚 why you need a partner who can help you plot a course. Whether you鈥檙e accumulating wealth, transitioning into retirement or strengthening your legacy, your financial planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of financial planning insight as well as our client service associates who can provide you with additional resources and support.

Certain services provided on an educational and guidance basis only.

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