Charles Russ Email & Phone Number

Taylors, Sc, Us

710 Laurens Rd. Greenville, Sc 29607

By first learning and understanding client goals and objectives, we design comprehensive solutions that not only meet your aspirations, but that also mitigate associated risk with any plan that we may create. We build long-term relationships with clients so that as your goals change, we can confidently direct you as you make crucial decisions that will actively shape your personal and financial futures. By always putting our clients first, we are able to build and maintain financial plans in line with your values, as well as meet a wide range of client resources, goals, circumstances, and lifestyles.

Greenville, South Carolina Area

Greenville, South Carolina Area

Seven years experience as a personal Financial Planner and Investment Advisor Representative. I concentrate on creating comprehensive, personalized financial plans that are based on meeting, achieving, and maintaining client goals. The different solutions I offer my clients include tax-free, tax deferred, and tax sheltered investments. Through risk assessed accumulation and proper use of risk mitigation I seek to build plans that will maintain their integrity through the various market cycles as well as the accumulation, divesting, and estate planning phases of wealth management.

Logistics Officer (S4) for a forward-deployed PATRIOT Air Defense Artillery Battalion assigned to V Corps with NATO and worldwide contingency missions. I was in charge of all operational needs of six PATRIOT Batteries, one Headquarters Battery, and one Maintenance Battery who were dispersed over three European Army Garrisons. I also supervised the accountability of over $400M worth of organizational property.

Master'S, Management

Bachelor Of Science, Engineering Managment

Activities and Societies: Division I Wrestling, Dean's List 2001-2002Masters in Engineering Management

Education record

Activities and Societies: Wrestling, Soccer, Speech and Debate, Drama