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Russell Enea

Adviser Associate at WFA Asset Management Corporation

Intro Book

Financial professional with experience in financial planning and client relationship management.

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Location

New York, New York, United States, US

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Rate

This rate is determined by the professional's skill set, client collaboration, experience and appearance on lineups.

$75.0

Hourly Rate

How This Rate is Calculated

Based on the job titles and duration of employment, I estimated Russell's hourly rate to be around $75. This is a relatively low rate considering his experience and education. However, it's also important to note that he is still early in his career and may have room for growth. Average hourly rates for financial professionals in the United States can range from $50 to $150 per hour, depending on the specific job title and industry. Given Russell's entry-level position and lack of advanced certifications, I did not factor in higher-end rates. Instead, I focused on a conservative estimate that reflects his current level of experience and education.

Bio

Generated by

Topline AI

Russell Enea is a financial professional with experience in financial planning, data analysis, and client relationship management. He holds a BA in Economics from the University of Minnesota and has certifications in Bloomberg Market Concepts and Insurance. He has worked as a Financial Advisor Development Program intern, Private Wealth Management Intern, Coordinator, Adviser Associate, and Temporary Associate at various financial institutions.

Credentials

Bloomberg Market Concepts

Bloomberg LP

Jul, 2022
- Apr, 2026
Insurance Agent, Accident, Health, Life, Variable Life & Variable Annuities

Wisconsin Office of the Commissioner of Insurance (OCI)

Jul, 2021
- Apr, 2026

Experience

WFA Asset Management Corporation
- Milwaukee, Wisconsin, United States
- Adviser Associate
  - Feb 2024 - Present
  - Milwaukee, Wisconsin, United States
  As an Adviser Associate, I support WFA’s lead Advisers in the development of financial plans and tax returns, gathering and assessing data and projections, and managing client relationships.
Bernstein Private Wealth Management
- New York, United States
- Coordinator
  - Jan 2023 - Jan 2024
  - New York, United States
Baird
- Milwaukee, Wisconsin, United States
- Private Wealth Management Intern
  - Jun 2022 - Aug 2022
  - Milwaukee, Wisconsin, United States
Northwestern Mutual
- Milwaukee, Wisconsin, United States
- Financial Advisor Development Program
  - May 2021 - Aug 2021
  - Milwaukee, Wisconsin, United States
WFA Asset Management Corporation
- Whitefish Bay, Wisconsin, United States
- Temporary Associate
  - Jun 2019 - Sep 2019
  - Whitefish Bay, Wisconsin, United States

Education

2019 - 2022

University of Minnesota
Bachelor of Arts - BA, Economics

2019 - 2022
2015 - 2019

Whitefish Bay High School
High School Diploma

2015 - 2019

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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References

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Russell Enea

Refer a Friend to Get
100 Credits For FREE

$75.0

Hourly Rate