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portrait of Steve Russell
FINANCIAL ADVISOR

Steve Russell

CFP®, AAMS™
2127 Espey Court Suite 108, Crofton, MD 21114opens in a new window
CallSend Me a Message

About Steve

As an Edward Jones financial advisor, my goal is to help working professionals, retirees and business owners develop an investment strategy geared toward their unique, long-term goals. Whether you need to plan for retirement, reduce taxes, save for education or create an inheritance, we can help. We will help you prioritize your needs, identify specific financial goals and develop strategies to help you work toward achieving them. We then monitor your progress and have regular contact to be sure you are on track. I have built my business by treating my clients as I would want to be treated; a...

Focus Areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Wealth Strategies
  • Portfolio Reviews
  • Estate & Legacy Strategies
  • Business Retirement Plans

Work History

  • Edward JonesMay 2003 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • AAMS™

    Accredited Asset Management Specialist™

Education

  • Loyola University MarylandMaster of Business Admin
  • Washington CollegeBachelor of Arts

Personal Interests

  • Spending Time with Family
  • Triathlons
  • Traveling

Team Members

  • Sheri Slattery
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:30PM
Tue 08:30AM - 05:30PM
Wed 08:30AM - 05:30PM
Thu 08:30AM - 05:30PM
Fri 08:30AM - 05:30PM
Sat Closed
Sun Closed

Phone

(410) 721-7764

Fax

(888) 397-8231

Office Address

2127 Espey Court Suite 108
Crofton, MD 21114opens in a new window

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