James P. Russell, CFP®, CPFA®
Principal | Advisor, Wealth Management
Location
Stuart, FL
772.283.7444
Education
Central Michigan University
BS, actuarial science
Current Role
Jamie develops creative strategies that help clients work toward meeting their financial goals, integrating asset management and retirement plan services with overall business and financial plans. He works with a cross-functional Rehmann team to proactively guide each client, considering tax law and efficiencies, estate planning, and accounting needs along the way.
Service Areas
- Comprehensive financial planning
- Qualified and non-qualified retirement plans
- Retirement plan consulting
Experience
Jamie began his financial services career in 1999 and has served individuals and their families, business owners, and not-for-profit organizations. He has extensive knowledge of financial planning services, insurance analysis and strategies, and the many facets of qualified and non-qualified retirement plans.
Prior to joining Rehmann in 2019, Jamie was the Director of the Michigan First Wealth Management Group.
He holds the Series 7, 63, 65, and 66 securities registrations, and state life and health insurance licenses.
A Closer Look
- Jamie believes the financial goals of our clients are best achieved by taking a cooperative approach and allowing a well-established financial plan to drive decision making.
- Actively participating in the community, Jamie serves on the Tykes and Teens Board of Directors.
Securities offered through Rehmann Financial Network, LLC, member FINRA/SIPC. Investment advisory services offered through Rehmann Wealth, a Registered Investment Advisor. Insurance services offered through Rehmann Insurance Group. Certified Financial Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™ and federally registered CFP in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. 800 SE Monterey Commons Blvd., Suite 102, Stuart, FL 34996 | 772.283.7444
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