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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
  • NE
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OR
  • PA
  • SD
  • TN
  • TX
  • UT
  • VA
  • VT
  • WA
  • WY

  • Forbes Best-in-State Wealth Management Teams, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

Education

  • B.S., University of Oregon

Credentials

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

Email Me

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Global Wealth Report 2024

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Now in its 15th edition, the Global Wealth Report 2024 offers you leading insights into household wealth and prosperity across the world. In the US, average wealth growth has spiked from 3.7% between 2000 and 2010 to nearly 6.3% between 2010 and 2023.

Gain additional insights into the trends shaping wealth in the US and around the world.

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