Russell Toms, CRPC®, AAMS®
Financial Advisor
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ABOUT
With over 22 years of experience in financial services, I have guided individuals, families, and business owners to build, preserve, and transfer wealth. My experience includes developing comprehensive financial plans, managing investments, and providing strategic guidance to help clients work towards success. As your partner, we will work together to understand your specific short and long-term goals to create a customized financial roadmap.
QUALIFICATIONS
- Holds the Chartered Retirement Planning Counselor designation
- Holds the Accredited Asset Management Specialist designation
- Holds FINRA Series 6, 7, 63 and 65 securities licenses with LPL Financial
- Holds Florida Life & Health Insurance licenses
EDUCATION
Graduated from Cedarville University with a Bachelor of Arts in Finance and Accounting.
PERSONAL
I enjoy participating in triathlons and playing golf. I have two sons who stay active in team sports as well as participating in triathlons.
CRPC conferred by College for Financial Planning.