Peter Russo
Managing Director - Investments at
Wells Fargo Advisors
Number of Clients
30
Member Since
2025
Allow Me to Introduce Myself
One thing I want my clients to know about me is...
I'm fortunate to work alongside a team of specialists, each bringing expertise to deliver comprehensive, tailored solutions for our clients.
Clientele
Services Provided
Business Retirement Solutions
Estate Planning Strategies
Investment Management
Specialties and Expertise
Credentials and Designations
Certified Exit Planning Advisor®
Click to learn more
Pricing Models
Education
George Mason University
Finance
Obtained in 1991
Previous Work Experience
Morgan Stanley
Certified Exit Planning Advisor®, Senior Vice President, Financial Advisor at Morgan Stanley
2013 - 2024
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Wealth Advisor, First vice President
1999 - 2013
Advisor Links
Disclosures and Proof of License
Advisor Disclosure
Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.
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Investment and Insurance Products are:
- Not Insured by the FDIC or Any Federal Government Agency
- Not a Deposit or Other Obligation of, or Guaranteed by, the Bank of Any Bank Affiliate
- Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested