Nick J. Russell has more than 16 years of experience working with individuals, families, and their closely held entities serving as an Investment Advisor Representative.
Prior to founding Sunrise Wealth Advisors, Nick was a dedicated financial advisor at a large, wire house financial firm. He is now actively-involved in the Sunrise office as an Investment Advisor Representative and CRPC®. Nick serves in a variety of community and professional activities and is always looking for the next opportunity to volunteer and give back. Causes with personal meaning include supporting the ASPCA® and the Mesothelioma Cancer Alliance.
Nick graduated with a degree in Wealth Management from Virginia Tech and currently resides in Central Florida with his wife, stepdaughter, and dog, Maxwell. In his spare time, he enjoys traveling, spending time with his family, golfing, and rooting for the Virginia Tech Hokies and Orlando Magic sports teams.
Series 7 General Securities Representative
Series 66 Uniform Combined Securities Law
Florida 2-15 Life, Health and Variable Annuities
Chartered Retirement Planning Counselor®, CRPC®