Russell C. Lindsay
Partner @Canopy 360 Wealth
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WORK HISTORY
Partner @Canopy 360 Wealth
Ocala, FL, US
As a CPA and Partner at Canopy 360, I am responsible for providing financial guidance and leadership so my clients can focus more clearly on their careers and families. I take great pride in building long-standing relationships and being a trusted and valuable resource. We offer financial planning and strategy around:o Business Analysis Consulting & Tax Planningo Financial Planningo Charitable Giftingo Individual Income Tax Planningo Personal income, estate, and succession planningCanopy 360 is a full-service financial services firm devoted to assisting businesses and individuals organize, understand, and manage their finances. Our comprehensive wealth preservation planning approach allows our clients to gain access to highly qualified professionals who work together to consider the multiple aspects that affect our client’s finances. We educate our clients and offer intelligent, personalized advice. This combined approach gives clients the confidence, independence, and stability they need to set and meet their goals
EDUCATION
University of Florida
Bachelor’s Degree
University of Florida
Master’s Degree
SKILLS
ABOUT RUSSELL C. LINDSAY
As a CPA and Partner at Canopy 360, I am passionate about helping small business owners and families overcome the complexities of running a profitable business while growing and protecting their personal wealth. Drawing on a comprehensive planning background, I create tailored wealth management strategies that align with each client\'s unique goals.At Canopy 360, our clients come first. We stand apart through personalized service and innovative tax advice delivered with professionalism, promptness, and genuine care. We listen carefully, ensure every question is answered, and build lasting relationships founded on trust.Experience the difference of dedicated, client-focused financial guidance — because at Canopy 360, your success is our priority.
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