
Russ Thornton
Financial Advisor at
Wealthcare for Women
Years of Experience
31 years
Member Since
2022
Allow Me to Introduce Myself
Clientele
I work primarily with women (and their families) who are 55-75 years of age and who have accumulated $2 million or more in liquid investment and retirement assets. My clients are looking for an ongoing relationship with an advisor that can partner with them to work on their retirement planning, tax planning, investment management, and more. The women I work with are friendly, financially responsible, and family focused.
Services Provided
Investment Management
Tax Planning
Estate Planning Strategies
Financial Planning
Specialties and Expertise
Credentials and Designations

Series 65 - Uniform Investment Adviser Law Exam
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Pricing Models
Education
Furman University
BA, Business
Obtained in 1993
Disclosures and Proof of License
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