Russell Payne Email & Phone Number

I am a passionate, innovative, caring, and attentive financial advisor with a discern for detail. I feel it’s the human capital and effective teaming that are game-changing differentiators to make a team stand out from rest. By treasuring each relationship with unwavering commitment to client experience and developing a deep, human level connection with clients, lifelong relationships tend to follow. It’s my philosophy that clients should have an innovative financial advisor who works with your personal team of professionals such as attorneys and accountants to help cover every facet of a client’s financial needs. I pride myself on offering value with investment/retirement strategies complemented by a comprehensive approach to financial planning. Every day is an opportunity to learn, grow, and create value. To me one of the most rewarding aspects of life is helping others improve their situations. We live in a complex, ever-changing world with many variables. I believe working together we can make it less daunting to navigate and do so with more confidence.It has been important to me to progress professionally from a young age, including during college. By 19, I was working and studying full time, gaining footing in the financial services industry. At 21, I attained my Series 7 and Series 66 securities licenses. I developed a love for helping people and financial planning. I saw it like having a business of my own, growing as my client base grew, and I realized the modern financial advising profession is dynamic, multifaceted and ever-evolving to always be fulfilling. I found it so appealing to work with diverse clients nationally, navigating unique needs. This left a lasting impact on me and I knew I wanted a successful career in the wealth management business.Within our practice we continually seek improvements for clients across many areas including:- Investment, retirement, and financial planning digital capabilities- Wealth management strategies- Innovative ways to help grow investments while mitigating market volatility or other unforeseen events- Navigating unique and complex situations such as Executive Compensation vesting and payouts, retirement benefits, and business succession or transitions such as selling a businessThe foundation of our vision is to help clients effectively invest, protect, and transition their wealth with efficiency and effectiveness.I continue my commitment to help those in need of guidance and consider it a privilege to help clients carefully navigate life and market uncertainty with more confidence.

Listed skills include Team Building, Investments, Communication, Critical Thinking, and 4 others.

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  University Of St. Thomas

  Business Administration - Marketing Management (Economics Minor)