Lasting relationships. For all that matters

J. Russell Morrison, Sr. CSRIC, CFP

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.

Registered States:
  • AL
  • AZ
  • CA
  • FL
  • GA
  • LA
  • MS
  • NC
  • NV
  • NY
  • TN
  • TX

Education

  • Bachelor of Arts, University of Virginia
  • Masters of Business Administration, Millsaps College

Credentials

  • Portfolio Manager
  • Chartered SRI Counselor
  • CERTIFIED FINANCIAL PLANNER™

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

Financial planning
Philanthropy
Custom portfolios
Alternative investments
Structured products
Sustainable investing
401(k) plan services
Banking
100 Vision Drive
Suite 300
Jackson, MS
  • (601) 206-5045

Email Me

J. Russell Morrison, Sr. CSRIC, CFP is also part of:
Capitol Wealth Management

Generational Family on Beach

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.

Mother measuring height

  • Rush Headshot

    Bill "Rush" Mosby, III

    Managing Director–Wealth Management

    Senior Portfolio Manager

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    • AL
    • AR
    • AZ
    • CA
    • CO
    • CT
    • DC
    • FL
    • GA
    • IL
    • IN
    • KS
    • LA
    • MA
    • MD
    • ME
    • MI
    • MN
    • MO
    • MS
    • NC
    • ND
    • NH
    • NM
    • NV
    • NY
    • OH
    • OK
    • PA
    • SC
    • SD
    • TN
    • TX
    • VA
    • WA
    • WV
    • WY

    Rush has spent his entire 36+ year career with UBS and its predecessor firm, PaineWebber. He has built his business and team around the idea of putting the client's needs and goals first and foremost and functioning with the highest level of integrity. A former Certified Public Accountant (CPA), Rush's background has helped build long lasting client relationships through holistic wealth management advice, focused on delivering relevant, useful and intelligent solutions for his clients.

    Rush lives in Jackson with his wife, Lesley, and has two adult children. He is currently a board member of the Kidney Foundation and 100 Club of Jackson and was a past president of the Country Club of Jackson.

    • Barron's Top 1,200 Financial Advisors, 2014, 2015, 2016, 2017, 2018, 2019, 2020, 2021, 2022, 2023, 2024
      The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
    • Forbes Best-in-State Wealth Advisors, 2020, 2021, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
    • Forbes Best-in-State Wealth Management Teams, 2023, 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.

    • University of Mississippi, B.S., Accounting
    • Senior Portfolio Manager
    100 Vision Drive
    Suite 300
    Jackson, MS 39211
    rush.mosby@ubs.com
    Bill "Rush" Mosby, III
    100 Vision Drive,Jackson,MS,39211
  • Will Mosby

    William Mosby

    Vice President–Wealth Management

    Portfolio Manager

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    • AL
    • AR
    • AZ
    • CA
    • CO
    • CT
    • DC
    • FL
    • GA
    • IL
    • IN
    • KS
    • LA
    • MA
    • MD
    • ME
    • MI
    • MN
    • MO
    • MS
    • NC
    • ND
    • NH
    • NM
    • NV
    • NY
    • OH
    • OK
    • PA
    • SC
    • SD
    • TN
    • TX
    • VA
    • WA
    • WV
    • WY

    As a CERTIFIED FINANCIAL PLANNER™ professional, a former Certified Public Accountant (CPA) and auditor of Fortune 500 companies, Will's deep experience with company balance sheets and income statements is essential to his investment research.  Will also attained the Certified Portfolio Manager (CPM®) designation, which allows him to build, analyze, and understand the different metrics of your investment portfolios and to work with you through a collaborative process to help build your goals-based risk-adjusted portfolio while seeking ways to help maximize after tax performance. 

    Will lives in Jackson with his wife, Betsey, and his two children, Pryor and Rush. In his free time, he enjoys beautification projects within the city of Jackson, fishing and Ole Miss sports.

    • Forbes Best-in-State Wealth Advisors, 2019, 2024The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
    • Forbes Best-in-State Wealth Management Teams, 2023, 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.
    • Forbes Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2023The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.

    • University of Mississippi, B.S.
    • University of Mississippi, M.S. Accounting, Taxation
    • Portfolio Manager
    • CERTIFIED FINANCIAL PLANNER™
    • Certified Portfolio Manager®
    100 Vision Drive
    Suite 300
    Jackson, MS 39211
    will.mosby@ubs.com
    William Mosby
    100 Vision Drive,Jackson,MS,39211
  • Russell Headshot

    J. Russell Morrison, Sr. CSRIC, CFP

    Vice President–Wealth Management

    Portfolio Manager

    • image
    • image
    • AL
    • AZ
    • CA
    • FL
    • GA
    • LA
    • MS
    • NC
    • NV
    • NY
    • TN
    • TX

    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.

      • University of Virginia, B.A.
      • Millsaps College (Else School of Management), M.B.A.
      • Portfolio Manager
      • CERTIFIED FINANCIAL PLANNER™
      • Chartered SRI Counselor℠
      100 Vision Drive
      Suite 300
      Jackson, MS
      russell.morrison@ubs.com
      J. Russell Morrison, Sr. CSRIC, CFP
      100 Vision Drive,Jackson,MS
    • Angela Headshot

      Angela Woodward

      Wealth Strategy Associate

      Chartered Financial Consultant

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      • FL
      • LA
      • MI
      • MS
      • NC
      • PA
      • TN
      • TX
      • UT
      • WY

      Angela is an integral part of Capitol Wealth Management,  responsible for managing all team operations, client requests and account administration. As Relationship Manager, she focuses on all aspects of client relations, compliance polices and operation supervision.  Angela oversees the banking and lending transactions for the team. With over 20 years of experience with Capitol Wealth Management, Angela also assists in delivering customized service and solutions, always striving to exceed clients’ expectations. Angela earned the Chartered Financial Consultant®s (ChFC®) designation in 2009 and holds her Series 7, 31, 63, 66 securities licenses and a Mississippi insurance license.

      Angela and her husband, Kiley, reside in Brandon. In her free time, she enjoys boating in the summer, traveling and is an avid snow skier.

          • Chartered Financial Consultant
          100 Vision Drive
          Suite 300
          Jackson, MS 39211
          angela.woodward@ubs.com
          Angela Woodward
          100 Vision Drive,Jackson,MS,39211
        • Wade Headshot

          Brian "Wade" Watts

          Wealth Strategy Associate

          Accredited Asset Management Specialist

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          • AL
          • CA
          • LA
          • ME
          • MS
          • NC
          • SD
          • TN
          • TX

          Wade is a CERTIFIED FINANCIAL PLANNER™ professional and Accredited Asset Management Specialist™.  He has worked in the financial services industry since 2004 and has been with UBS since 2010. As a Wealth Strategy Associate at Capitol Wealth Management, he is responsible for financial planning, portfolio management, and insurance solutions.  Wade enjoys working closely with clients to help them create a path to secure their financial future.

          Wade lives in Madison, with his wife, Sara, and two children. He enjoys watching his kids play sports, running and spending time outdoors. He is also an active member of Parkway Hills United Methodist Church.

            • Louisiana State University, B.S. Chemical Engineering
            • Accredited Asset Management Specialist
            • CERTIFIED FINANCIAL PLANNER™
            100 Vision Drive
            Suite 300
            Jackson, MS 39211
            wade.watts@ubs.com
            Brian "Wade" Watts
            100 Vision Drive,Jackson,MS,39211
          • JS Headshot

            Jeannette Shaw

            Wealth Management Associate

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            • FL
            • LA
            • MS

            Jeannette has over 25 years of experience in the financial services industry with 20 of those here at UBS.  She is responsible for managing day-to-day affairs including coordinating account management, executing asset and cash movements and handling general client interaction with the team. Jeannette graduated from the University of Phoenix with a degree in Business Administration. She currently holds the Series 7 and 65 securities licenses and a Mississippi insurance licenses.

            Jeannette lives in Brandon and has one daughter and one grandchild. She enjoys traveling, spending time with family and taking her dog on long walks.

              • University of Phoenix, Business Administration
                100 Vision Drive
                Suite 300
                Jackson, MS 39211
                jeannette.d.shaw@ubs.com
                Jeannette Shaw
                100 Vision Drive,Jackson,MS,39211
              • DM Headshot

                Danielle Milam

                Client Associate

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                • MS

                 

                Danielle rejoined UBS and the Capitol Wealth Management team in December 2021. She is committed to building lasting relationships with each client and takes pride in responding to client requests and working with the team to address their needs, no matter how small or complex. Danielle received a B.A. in Foreign Language with an emphasis on cross-cultural understanding from Mississippi College. In 2020, she also received an Accounting Certification from the Mississippi College graduate program. She is currently holds the Series 7, 63 and 65 securities licenses.

                Danielle lives in Flowood and has two children. She enjoys Pilates, visiting friends and family in her home State of Rhode island and traveling abroad.

                  • Mississippi College, Foreign Language
                    100 Vision Drive
                    Suite 300
                    Jackson, MS 39211
                    danielle.milam@ubs.com
                    Danielle Milam
                    100 Vision Drive,Jackson,MS,39211

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