$5.9+ trn
UBS Group invested assets
As of 06/30/2024
Vice President–Wealth Management
Portfolio Manager
Russell Morrison has more than a decade of experience providing comprehensive wealth
management services to multi-generational families with the understanding that
the stewardship of family resources extends beyond the life of the wealth creators.
As a Portfolio Manager he has developed proprietary investment strategies to help
complement core portfolios. Russell’s experience allows him to help high net worth
clients build a tailored portfolio allocation across different asset types with the goal
of meeting clients’ long term goals and aspirations.
Russell is active in the community with a focus on improving quality of life
through the support of the arts, youth education/development, and hunger fighting
nonprofit organizations. He lives in Madison with his wife Amber and their two boys.
Education
Credentials
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
J. Russell Morrison, Sr. CSRIC, CFP is also part of:
Capitol Wealth Management
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.
Election day is over. Now what?
Election Day is behind us, but questions still remain. How will my portfolio be affected? What can I do now to secure my financial future?
Let’s work together to find the answers you need and the solutions that best suit your plan. Contact us today and learn more about the election’s impact through our comprehensive ElectionWatch coverage.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
#1
for High Net-Worth clients
Euromoney Private Banking and Wealth Management Survey (peer review), 2015-2022