Background & Experience
Chuck Russell is a seasoned wealth management professional with over 25 years of experience in banking and investments. Born and raised in Norfolk and Virginia Beach, Chuck has deep roots in the Hampton Roads community, where family and friends continue to inspire his work.
Throughout his career, Chuck has held key positions at prominent firms such as Wells Fargo, Merrill Lynch, and Charles Schwab, specializing in investment advising and financial planning. His journey into wealth management began in his early twenties, driven by a desire to understand how to make money work effectively. Recognizing that many individuals shared this need for guidance, he committed himself to helping others achieve their financial goals. As a fiduciary, Chuck prioritizes providing personalized, unbiased advice tailored to each client’s unique situation.
Practice Area
In his current role, Chuck looks forward to assisting families with a holistic approach to wealth management, addressing their diverse goals under one roof. He prides himself on his ability to connect with clients, understanding what is truly important to them, which allows him to help alleviate the emotional aspects of financial decision-making.
Outside of the Office
Outside of work, Chuck enjoys spending quality time with his wife, three children, and two dogs. Whether they are engaging in activities at home or enjoying family movie nights, he values the memories they create together. Additionally, he has previously served on the board of Catholic Charities and is currently seeking new opportunities to contribute to his community.
With a passion for empowering clients and a commitment to excellence, Chuck Russell is dedicated to helping individuals and families navigate their financial journeys with confidence.