Bobby Russell

Financial Advisor at Strategic Capital

Role: Financial Advisor- Senior Partner at Strategic Capital
Location: Austin, TX, US
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

About Bobby Russell

Growing up in a financially conservative and disciplined environment, I found myself…

Experience

Financial Advisor- Senior Partner
Strategic Capital
Jun 2017 — Present · Austin, TX, US
I specialize in financial education for professional athletes, business owners, and pension planning for city, state and federal employees.Because of the nature of the high profile clients, lawsuits, watching market interest rates and managing tax risk are priorities. I also understand the importance of the use of insurance when coming up with retirement plans for my clients, because of the guarantees, asset protection and tax free growth opportunities they can provide. Additionally, I illustrate income distribution upon retirement, as well as growth, providing a complete financial picture for clients.

Skills

Financial Analysis
Social Media
Leadership
Asset Allocation
Customer Service
Wealth Management
Asset Management
Financial Advisory
Strategic Financial Planning
Retirement Planning
Mutual Funds
Investments
Equities
Portfolio Management
Powerpoint
Finance

Contact information

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Work email
•••••@strat-capital.com
Personal email
•••••@•••••.com
Direct dial
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Current company

Strategic Capital

Financial Services · 8 employees · Austin, Texas, United States

We built Strategic Capital from the ground up to serve our clients with unbiased advice and unparalleled dedication. By combining the experience of our advisors, we\'re able to deliver a comprehensive suite of financial advisory services. Strategic Capital\'s goal driven approach to wealth management customizes a strategy for the future you want to create. We help translate your goals to an investment roadmap. We\'ll then manage and benchmark to keep things on track. Our holistic approach to financial planning may be different than what you\'ve experienced. We\'re specifically committed to our clients\' success above all else. We aren\'t accountable to shareholders or boards for company profits. We\'re accountable strictly to a standard of our clients\' highest good. Over the years there\'s been a trend in the financial planning business toward independence, and we commend it. However, we are very aware of the importance of teamwork. We leverage multiple specializations in each financial advisor within our firm to make the most of our capabilities for each client. Combined our firm has over 80 years’ experience in financial services. Client success should always come first for a financial planner, but we found conflicts of interest throughout the industry. In fact, some organizations are forced to use products because their company is limited to the products they can offer. Sadly, we\'ve seen it first hand in the portfolios some clients brought us from prior relationships, and we love helping them get back on track. We founded Strategic Capital specifically to put our clients first. That was our mission from the outset an always will be!*Securities and investment advisory services offered through Royal Alliance Associates member FINRA/SIPC. Royal Alliance Associates is separately owned and other entities and/or marketing names, products or services referenced here are independent of Royal Alliance Associates.

strat-capital.com

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About Bobby Russell

Experience

Financial Advisor- Senior Partner

Skills

Find verified contacts for anyone on LinkedIn