portrait of Russell D Clark
FINANCIAL ADVISOR
Accepting New Clients
Serving clients with $250,000
CallSend Me a Message

About Russell

From a young age, my parents taught me how to save, how to invest and how to not mistreat money. Unfortunately, I have also witnessed how bad decisions, mismanagement and mistakes led a loved one to run out of money, before they ran out of time. It was because of this personal experience that I became a financial advisor with Edward Jones in 2009, proudly accepting limited partnership, with the firm, in 2015.

I help people transition into retirement. Many of my clients have lived frugal upper-middle income lives and are close to, or have already, retired. They want to move...

Focus Areas

  • Wealth Strategies
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Business Retirement Plans
  • Charitable Giving

Work History

  • Edward JonesOctober 2009 to Current

Certifications

  • AAMS™

    Accredited Asset Management Specialist™
  • CRPC™

    Chartered Retirement Planning Counselor™

Education

  • Coventry UniversityBachelor of Arts

Personal Interests

  • Spending Time with Family
  • Personal Fitness
  • Volunteering
  • Traveling

Team Members

  • Laura Kozash
    Sr. Branch Office Administrator
    FPQP®

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon By Appointment Only
Tue By Appointment Only
Wed By Appointment Only
Thu By Appointment Only
Fri By Appointment Only
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

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