Insight-based advice

Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

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John Russell, CFP

Senior Vice President–Wealth Management

John has been a financial advisor for the past 28 years. In 1994 John accepted a position with Merrill Lynch in Seattle where he immediately focused his practice on the unique needs and challenges of high net-worth clients. John's belief is to deliver an unparalleled level of service to his select group of clients. In 2000 John accepted the position of Sales Manager at Merrill Lynch wherein he managed over 100 advisors. In 2006 John earned the CERTIFIED FINANCIAL PLANNER™ designation. In 2009 John and his team transitioned their practice to UBS Financial Services Inc.

Registered States:
  • AK
  • AL
  • AZ
  • CA
  • CO
  • CT
  • FL
  • GA
  • HI
  • ID
  • IL
  • MA
  • MD
  • MI
  • MN
  • MT
  • NC
  • NE
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OR
  • PA
  • SD
  • TN
  • TX
  • UT
  • VA
  • VT
  • WA
  • WI

Education

  • B.S., University of Oregon

Credentials

  • CERTIFIED FINANCIAL PLANNER™
925 Fourth Avenue
31st and 32nd Floors
Seattle, WA 98104
  • (206) 689-3135

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Focus on liquidity management

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UBS and Credit Suisse—stronger than ever

Legacy—Wealth for others

For needs that go beyond your own—to help you improve the lives of others

What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

Learn more at ubs.com/wealthway.

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A global leader in wealth management

$3.9 trillion

In invested assets globally 
As of 12/31/2022

51 countries

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UBS is a world-leading wealth manager

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