Brittany Russell, CFP®
No two people approach their finances the same way, and as a Client Services Advisor, Brittany takes pride in being part of the process that pieces the puzzle together. Joining the team in early 2020, she plays an integral role in maintaining and deepening client relationships through working closely with them as they identify and work towards their financial objectives. Rather than rushing to a conclusion, Brittany takes time to consider a client’s full story from various perspectives which allows her to better understand their motivations to offer appropriate service and solutions.
As a CFP®, Brittany believes in the power of holistic advice and financial planning to ensure clients feel educated and stable. Brittany earned her bachelor’s degree in Finance from Bridgewater State University and holds her Series 7, 63, 65 and Massachusetts Life Insurance License. Understanding the importance of the behavioral side of finance and what can drives emotional financial decisions, she also obtained the Behavioral Financial Advisor™ designation (BFA™).
A resident of Brockton, MA, Brittany enjoys true crime podcasts, reading, running, and being outdoors. Brittany has been volunteering for the OCES (Old Colony Elder Services) Money Management Program since 2020.