Keith Russell, Cfp®, Bfa™, Cpfa™ Email and Phone Number
Knowledge is the key to a successful financial future. My background, experience and commitment to providing you with the resources you need to make financial decisions, can help make your financial future as successful as you need it to be. I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. This helps me recommend products and strategies designed to meet their current needs, and more importantly, their future needs.Along with a team of professionals, I offer guidance to my clients to help them reach their financial goals.My commitment and passion to help people stems from the passing of my mother in 2003 in a house fire, which prompted me to help others as a volunteer firefighter since the age of 13.Focus: Insurance Strategies, Business Owners, LGBTQ, Group Benefits, Estate Planning, MilitaryI am licensed to sell insurance in: AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, ED, IL, IN, KS, KY, MA, MD, MI, MN, MO, MS, MT, NC, NH, NJ, NM, NY, OH, OR, OA, RI, SC, TN, TX, UT, VA, WA, WYDomiciled in PA, CA Insurance License #: 0M23215AR Insurance License #: 18436426I am a registered representative of and offer securities, investment advisory services and financial planning through MML Investors Services, LLC, Member SIPC (www.sipc.org). Supervisory address:100 Sterling Pkwy #307, Mechanicsburg, PA 17050 Phone: 717-791-3300I am licensed to sell securities in AZ, CA, DE, FL, GA, HI, MA, MD, ME, MI, NC, NJ, NM, OH, PA, TN, TX, & VA. I cannot communicate with, nor respond to requests from people who reside in states where I am not licensed to conduct insurance and/or securities business. NMLS #2272860
Legacy Partners Wealth Management
View- Website:
- legacypartnerswm.com
- Employees:
- 6
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Certified Financial PlannerLegacy Partners Wealth ManagementMechanicsburg, Pa, Us -
Financial AdvisorUfinancial Group May 2017 - PresentMechanicsburg, Pennsylvania, UsKnowledge is the key to a successful financial future. My background, experience and commitment to providing you with the resources you need to make financial decisions, can help make your financial future as successful as you need it to be. I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. This helps me recommend products and strategies designed to meet their current needs, and more importantly, their future needs.Along with a team of professionals, I offer guidance to my clients to help them reach their financial goals.My commitment and passion to help people stems from the passing of my mother in 2003 in a house fire, which prompted me to help others as a volunteer firefighter since the age of 13.I am grateful to align myself with a firm that commits themselves to doing what is right for people, and am confident that I will thrive here. -
Financial AdvisorMassmutual May 2017 - PresentSpringfield, Massachusetts, Us -
Alumni AdvisorKappa Sigma Fraternity Dec 2017 - PresentCharlottesville, Va, UsAs a volunteer driven organization, Kappa Sigma’s alumni are its finest asset. Volunteer alumni are directly involved with coaching and mentoring our undergraduates at the local level. The mission of the Alumnus Advisor is to actively work with the chapters Executive Committee (EC) to ensure that the chapter has all of the tools to be successful. The Alumnus Advisor is the main point of contact for the chapter to communicate with the national headquarters. -
Loan Originator Powered By Rocket Pro℠Rocket Mortgage Jan 2022 - 2024Detroit, Michigan, UsI'm a Financial Advisor and Loan Originator powered by Rocket Pro℠. I can help you with your financial services and mortgage needs.Keith Russell NMLS #2272860 -
Security OfficerSecuritas Security Services Usa, Inc. Aug 2015 - May 2018Parsippany, Nj, UsResponsible for ensuring the safety of employees by conducting interior/exterior patrols, following standard operating procedures, contacting and guiding emergency service personnel, inspecting vehicles entering and exiting the facility, and enforcing company policies. -
Marketing & Event Planning InternH. Ric Luhrs Performing Arts Center Jan 2017 - Jun 2017Assisted in special event planning, conducted marketing research for downtown revitalization of the Shippensburg area, created e-newsletters to promote events, and actively participated in event committees.
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PresidentGame On: Improv! May 2014 - May 2017During my time as president of the Shippensburg University improv club, I was responsible for the coordination of more than 15 undergraduate students. I learned and subsequently taught improvisational techniques to develop oratory and quick-thinking skills for club members. Additionally, I facilitated improvisational performances to benefit the campus and community in the Shippensburg area.
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TreasurerKappa Sigma Fraternity Dec 2015 - Dec 2016Charlottesville, Va, UsAs elected treasurer for the Kappa Lambda chapter of Kappa Sigma, I was responsible for creating and managing a budget of over $30,000 for the academic year. I allocated funding toward various functions within the fraternity and worked with over 50 undergraduate members. Additionally, I directed the philanthropy, fundraising, and Interfraternity council committees to ensure our goals were met. -
Brand AmbassadorFuse Jun 2016 - Sep 2016Winooski, Vermont, UsI raised brand awareness for the Amazon Prime Student program by engaging students through on-site promotional activities conducted at Shippensburg University, social media posts (via Facebook, Snapchat, & Instagram), and word of mouth as an independent contractor for FUSE marketing. -
Sergeant-At-Arms/ParliamentarianAlpha Phi Omega National Service Fraternity May 2014 - May 2016Kansas City, Mo, UsI assisted in updating and enforcing bylaws created for the lambda-lambda chapter of Alpha Phi Omega. Additionally, I kept order during meetings, notified members of disciplinary actions, and acted as a neutral party during arbitration. -
Summer Utility WorkerThe Beistle Company May 2015 - Aug 2015Shippensburg, Pennsylvania, UsOperated machines for the manufacturing of party supplies and decorations, ensured quality control to meet company standards, and performed minor repairs to the machinery for consistent operation.
Keith Russell, Cfp®, Bfa™, Cpfa™ Education Details
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Shippensburg University Of PennsylvaniaAnd Related Support Services
Frequently Asked Questions about Keith Russell, Cfp®, Bfa™, Cpfa™
What company does Keith Russell, Cfp®, Bfa™, Cpfa™ work for?
Keith Russell, Cfp®, Bfa™, Cpfa™ works for Legacy Partners Wealth Management
What is Keith Russell, Cfp®, Bfa™, Cpfa™'s role at the current company?
Keith Russell, Cfp®, Bfa™, Cpfa™'s current role is Certified Financial Planner.
What schools did Keith Russell, Cfp®, Bfa™, Cpfa™ attend?
Keith Russell, Cfp®, Bfa™, Cpfa™ attended Shippensburg University Of Pennsylvania.
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