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Bobby Russell
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- Investments
- Retirement Planning
- Customer Service
- Leadership
- Finance
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Bio
Experience
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Strategic Capital
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Austin, Texas Area
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Financial Advisor- Senior Partner
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Jun 2017 - Present
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Austin, Texas Area
I specialize in financial education for professional athletes, business owners, and pension planning for city, state and federal employees.Because of the nature of the high profile clients, lawsuits, watching market interest rates and managing tax risk are priorities. I also understand the importance of the use of insurance when coming up with retirement plans for my clients, because of the guarantees, asset protection and tax free growth opportunities they can provide. Additionally, I illustrate income distribution upon retirement, as well as growth, providing a complete financial picture for clients.
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Financial Advisor
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Nov 2009 - Jun 2017
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DuCharme, McMillen & Associates
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Houston, Texas Area
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Intern
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May 2008 - Aug 2008
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Houston, Texas Area
Worked directly with multi-national clients as part of a consulting team aimed at helping the clients re-capture value through auditing their state/local sales tax payments. Attended meetings with business executives and managed large excel spreadsheets to identify, document and report on errors in client sales tax payments.
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Education
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2007 - 2011Texas State University-San Marcos
Bachelor of Business Administration (BBA), Finance and Financial Management Services
Suggested Services
This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection
Industry Focus. “Financial Services”
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