Russell Samples Email and Phone Number
Russell Samples work email
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Russell Samples personal email
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"You gonna do somethin', or just stand there and bleed?" — Wyatt Earp, "Tombstone" ══ ENCOURAGEMENT ══ I grew up in Terrell, TX, a small town about thirty miles east of Dallas. I went to work for an independently owned community bank while still in high school and had the opportunity to see all aspects of banking and investments. It had a profound impact that shaped my professional path. I went to college at the University of Texas - Arlington, and continued to work at that bank. Upon graduation, I became an official full-time auditor for them, the American National Bank of Texas. As an auditor, there were two of us to share the workload. Having the ability to audit an independently-owned community bank gave me in-depth exposure to every department and facet of what a bank is—and what it does for communities and clients. As I learned more, I gravitated more towards the investing side. It took about two and a half years before I made the change over into that field. The bank's in-house attorney, John Davidson, was a mentor whose guidance was an impressive influence. I believe in active leadership with hands-on presence, empowerment, and guidance. I always pause before replying, taking time to ensure that the response is appropriate and accurate to the situation. If I can help, I do. If I can't, I get out of the way and find the person who can. Seeing the sparkle in someone's eye or that aha moment when they know we've accomplished what our team has set out to do is what rewards me the most. For fun, I enjoy cooking and grilling. I enjoy outdoor activities. I tried golf and find I am better at paying for drinks while on the links. I spend my free time with my two girls and six grandkids or traveling to North East Texas to see family and friends. ✉ russells@privatewealth.com ☎ 210.667.2628 or 361.500.3342 Wealth Management | Retirement | Wealth Management Services | Financial Advisory | Finance | Investments | Financial Planning | Investment Management | Retirement Planning | Portfolio Management | Strategic Financial Planning | Banking | Asset Allocation | Securities | Trusts | Financial Services | Mutual Funds | Investment Advisory | Investment Strategies | 401K | Alternative Investments | Private Banking
Private Wealth Asset Management
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Founding Partner/Managing DirectorPrivate Wealth Asset Management Oct 2021 - PresentCedar Rapids, Iowa, UsWe crafted our family office culture exclusively for our clients. ══ ADVOCACY ══ My clients sleep well at night because they know that their finances can handle whatever life may throw at them. I'm a wealth advisor who leads a team. I'm the first interaction clients have, and I help lead the initiative to set the strategy. My ability to listen, relate to and understand clients. I solve issues that are unique to their specific family needs. Every plan is one-of-a-kind because every request is different. I have two ears and one mouth—and I use them in those same proportions. Our team represents a process, not a product, so we always begin by actively listening to the needs and goals of our clients. I have a plethora of expertise dealing with high-wealth individuals. Our team has the know-how to handle every aspect of their financial needs beyond expectations. We navigate the financial minefields, so you don't have to. Enjoy freedom from corporate restrictions. We are a highly skilled professional team. We keep in touch proactively to stay on top of client needs. Everything we do focuses on preserving our client's wealth, supporting them, and transferring to their beneficiary to continue their legacy. We are changing things up, offering a Circle of Services that adapts to the needs of our clients. Our team can handle every aspect of finances for individuals, families, and businesses. ══ SPECIALTIES ══ Wealth Management | Retirement | Wealth Management Services | Financial Advisory | Finance | Investments | Financial Planning | Investment Management | Retirement Planning | Portfolio Management | Strategic Financial Planning | Banking | Asset Allocation | Securities | Trusts | Financial Services | Mutual Funds | Investment Advisory | Investment Strategies | 401K | Alternative Investments | Private Banking
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Managing Director/Senior Fiduciary Advisor - Private Wealth ManagementWells Fargo Private Bank Dec 2012 - Oct 2021San Francisco , Ca, UsInteraction is of the utmost importance. ══ FORTITUDE ══ As Senior Fiduciary Advisor, I managed relationships for various clients and navigated them through the myriad of interactions within Wells Fargo. I guided what was critical both at present and for the future. I always welcome the ability to interact with various professionals. Listening to concerns, crafting a strategy, and seeing my clients feel secure inspires me. I worked closely with HNW and UHNW Private Bank clients and prospects to discover, strategize and implement their legacy and investment plans. I led the sales and new business efforts to provide customized investment portfolio management, succession planning, risk management, estate planning, and specialized wealth services to HNW and UHNW clients and prospects. I was the Market Leader responsible for the implementation of fiduciary and investment services for South Texas. I acted as visionary and team lead for cultivating a comprehensive client-focused team of Wealth Planners, Financial Advisors, Investment Managers, Private Bankers, and other specialists. I collaborated with various business managers and their teams to effectively grow and retain AUM and revenue. Additionally, I would mentor and coach fiduciary teams and financial advisory team members to enhance earnings and elevate successes. ══ SPECIALTIES ══ Wealth Management | Retirement | Wealth Management Services | Financial Advisory | Finance | Investments | Financial Planning | Investment Management | Retirement Planning | Portfolio Management | Strategic Financial Planning | Banking | Asset Allocation | Securities | Trusts | Financial Services | Mutual Funds | Investment Advisory | Investment Strategies | 401K | Alternative Investments | Private Banking -
Financial AdvisorEdward Jones Mar 2009 - Nov 2012St. Louis, Mo, Us -
Svp / Director Of Trust ServicesAmerican National Bank 2005 - 2008Terrell, Tx, Us
Russell Samples Skills
Russell Samples Education Details
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The University Of Texas At Arlington - College Of BusinessFinance/Accounting -
Aba Graduate SchoolCertified Trust Financial Advisor
Frequently Asked Questions about Russell Samples
What company does Russell Samples work for?
Russell Samples works for Private Wealth Asset Management
What is Russell Samples's role at the current company?
Russell Samples's current role is Founding Partner at Private Wealth Asset Management | Fiduciary, Trust, Investment Planning, & Wealth Management Leader pioneering Financial Services and Risk Management.
What is Russell Samples's email address?
Russell Samples's email address is ru****@****rgo.com
What schools did Russell Samples attend?
Russell Samples attended The University Of Texas At Arlington - College Of Business, Aba Graduate School.
What skills is Russell Samples known for?
Russell Samples has skills like Wealth Management, Retirement, Wealth Management Services, Financial Advisory, Finance, Investments, Financial Planning, Investment Management, Retirement Planning, Wealth, Strategic Financial Planning, Portfolio Management.
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