Russell Blockhus
Senior Financial Advisor @Merrill Lynch
Signup · Get unlimited contacts
WORK HISTORY
Senior Financial Advisor @Merrill Lynch
NMLS#20•••58 *Some or all alternative investment programs may not be in the best interest of certain investors. No assurance can be given that any alternative investment\'s investment objectives will be achieved.*Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.*Impact investing and/or Environmental, Social and Governance (ESG) managers may take into consideration factors beyond traditional financial information to select securities, which could result in relative investment performance deviating from other strategies or broad market benchmarks, depending on whether such sectors or investments are in or out of favor in the market. Further, ESG strategies may rely on certain values based criteria to eliminate exposures found in similar strategies or broad market benchmarks, which could also result in relative investment performance deviating.**You have choices for what to do with your 401(k) or other type of plan-sponsored accounts. Depending on your financial circumstances, needs and goals, you may choose to rollover to an IRA or convert to a Roth IRA, rollover a 401(k) from a prior employer to a 401(k) at your new employer, take a distribution, or leave the account where it is (if applicable). Each choice may offer different investment options and services, fees and expenses, withdrawal options, required minimum distributions, tax treatment (particularly with reference to employer stock), and provide different protection from creditors and legal judgments. These are complex choices and should be considered with care. For more information, please contact your Merrill Financial Advisor.
EDUCATION
University of Oregon
Bachelor's Degree
SKILLS
ABOUT RUSSELL BLOCKHUS
I\'m passionate about helping individuals, families, and businesses feel confident and empowered as they pursue their life goals. As a financial advisor, I take a holistic, goals‑based approach to wealth management-one that emphasizes tax efficiency, multi‑generational planning, and proactive strategies to strengthen and protect my clients\' financial futures. A core focus of my practice is guiding clients who hold concentrated stock positions-often the result of equity compensation, long‑term loyalty to an employer, or the sale of a business. Concentration can create significant, often overlooked risks, and I specialize in helping clients diversify thoughtfully and tax‑efficiently. Whether through systematic planning, hedging strategies, alternative investments, or customized lending solutions, I work to reduce risk while honoring each client\'s personal goals, time horizon, and tax sensitivities. Coming from a family rooted in real estate and accounting, it felt natural to build a practice that blends the strengths of both fields. My team and I design wealth strategies that reflect each client\'s evolving priorities and long‑term objectives-not just for today\'s generation, but for those that follow. We also partner closely with real estate professionals and their clients to identify competitive, tax‑efficient lending opportunities for primary residences, second homes, and investment properties. Most weekends, you\'ll find us at open houses supporting homebuyers as they navigate financing options and the path to ownership. Outside of work, I love traveling, hiking, working out, connecting with friends and family, and cheering on the Golden State Warriors, San Francisco Giants, and Manchester United. If you\'d like to connect, feel free to reach out regarding: • Concentrated stock risk management & diversification strategies • Financing a home purchase • Securities‑based lending • Retirement planning • Estate planning services • 401(k) rollovers • Employee benefits suites Banking products are provided by Bank of America, N.A. and affiliated banks, Members FDIC and wholly owned subsidiaries of Bank of America Corporation.
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.