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Peter Russo | Financial Advisor

Profile img for Peter Russo, financial advisor at Wells Fargo Advisors
McLean, VA
Peter Russo
Financial Advisor
Managing Director - Investments at
Wells Fargo Advisors

Verified Identity

Important Disclosures

Allow Me to Introduce Myself
I have spent over 30 years helping business owners and corporate executives navigate the complexities of wealth concentration. I have attained the experience, and a level of education required to help clients implement their monetization strategies. As a Certified Exit Planning Advisor and Managing Director-Investments, I help coordinate services and communication between all your advisors and help educate you on the structures and disciplines necessary to implement a successful exit of your business. Whether you are selling to the next generation, employees, a financial or strategic buyer, or simply liquidating private or public stock, a coordinated approach is the key to transitioning your business in the most seamless and tax efficient manner. As a liaison between your trusted legal, tax and investment banking teams, I bring cohesion to your financial world and help simplify your life and achieve your stated goals. I am a regular panelist at Merger & Acquisition events, speaking to the strategies employed by business owners and executives to create liquidity and preserve wealth for themselves, their family, and employees. Services Include: Business Planning Trust Strategies Wealth Management Estate Planning Strategies Business Succession Planning Investment Planning Philanthropic Management Professional Portfolio Management Retirement Planning Wealth Planning Restructuring/Strategic Advisory ESOP Wells Fargo Advisors does not provide legal or tax advice. Access to investment banking services through Wells Fargo affiliates Investment and Insurance Products: Not FDIC Insured No Bank Guarantee May Lose Value 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. PM-09252026-7783023.1.1
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Specialties and Expertise

5
Business Ownership Strategies
High Net Worth Planning
Portfolio Construction
Succession Planning
Tax Minimization Investment Strategies

Clientele

4
Business Owners
Corporate Executives
Entrepreneurs
High Net Worth Individuals

Credentials and Designations

1
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Certified Exit Planning AdvisorĀ®

Education

1
George Mason University Finance Year Obtained: 1991

Job History

2
Morgan Stanley Certified Exit Planning AdvisorĀ®, Senior Vice President, Financial Advisor at Morgan Stanley2013-2024
Merrill Lynch, Pierce, Fenner & Smith IncorporatedWealth Advisor, First vice President1999-2013
Quick Facts About Peter
Years of Experience: yearsMember since:2025Number of clients:30

Services Provided

How I help my clients

Business Retirement Solutions

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Estate Planning Strategies

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Investment Management

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Pricing Models

Fees and Commissions Information

Proof of License

BrokerCheck
SEC Profile
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McLean, VA
Peter Russo
Financial Advisor
Managing Director - Investments at
Wells Fargo Advisors
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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. Member FINRA/SIPC.
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
Profile last updated: 04-02-2025