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.

Mountains road

Russell J. Cory Jr., CEPA

Senior Vice President–Wealth Management

Financial Advisor

Russell served as a field artillery surveyor in the United States Army at Fort Sill, Oklahoma. Following his service, Russell enrolled at the University of Idaho and earned a B.S. in Education.  He taught economics and geography at Coeur d'Alene High School before his fascination with economics drew him to the financial services industry.  After working in the field for ten years, Russell attended the Wharton School of Business to earn his Investment Consultant designation.

Russell has spent the last 25 years working as a financial advisor and portfolio manager.  Much of his practice involves assisting clients as they transition to retirement, review lending options, and develop estate plans.  He joined Entrepreneur Wealth Group and earned his CEPA® (Certified Exit Planning Advisor) in 2022.  Entrepreneur Wealth Group focuses on offering tailored financial guidance for business owners and high-net-worth families.

In addition, Russell worked as a branch manager for many years until 2016 - first at Morgan Stanley and then at UBS.  During that time, he oversaw four offices and 96 employees. His leadership experience and his broad knowledge of UBS continue to inform the decisions he makes as a portfolio manager and as an investment advisor.

Russell and his wife, Wendy, have three daughters, a son, and two granddaughters. As his son grew up, Russell volunteered as an Assistant Scoutmaster and Scoutmaster with the Boy Scouts of America Troop 37 Incline Village for 7 years.  Russell enjoys spending time with his family, visiting Mexico as often as possible, and cycling whenever he can.

CA Insurance License:  0C61039

Registered States:
  • AK
  • AR
  • AZ
  • CA
  • CO
  • DC
  • DE
  • FL
  • GA
  • HI
  • ID
  • IL
  • KY
  • MD
  • MI
  • MN
  • MO
  • MT
  • NE
  • NH
  • NM
  • NV
  • NY
  • OR
  • PA
  • SC
  • TN
  • TX
  • UT
  • VA
  • WA
  • WI
  • WY


  • Investment Consultant, Wharton School of Business
  • B.S. Secondary Education & Geography, University of Idaho
  • A.S. Education, North Idaho College


  • Certified Exit Planning Advisor
  • Portfolio Manager

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

Estate planning strategies
Legacy planning
Exit planning
6900 South McCarran Boulevard
Suite 1020
Reno, NV 89509
  • (775) 789-4035

Email Me

A focus on personalized access and service

Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.

Retirement planning

Retirement planning

Multigenerational planning

Multigenerational planning

Portfolio management

Portfolio management

ipad with comp still

What are business owners thinking and doing now?

Explore ideas and strategies for success in ‘The new paradigm’

‘The new paradigm’ is part of the Business Owner Insights series of e-magazines. This publication offers ideas and strategies for business owners in a rapidly changing world.

Backed by the strength of UBS

A global leader in wealth management

$2.8 trillion

In invested assets globally 
As of 06/30/2022

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager