The Russell Group, at Louisville-based wealth management firm Atlas Brown, has recently joined Private Client Services’ (PCS) broker/dealer platform. Founding member of The Russell Group, David Russell (pictured), has been a prominent advisor in the Louisville area for over 30 years.
“We are excited to enhance our local presence by registering with PCS. Not only will this new relationship provide value to our current clients, but will better position us to continue to grow in the area,” Russell says.
“There are so many advantages for an advisory practice to be registered with a local Broker Dealer,” says Ernest Sampson, Chief Executive Officer of PCS. “Most of our growth comes from outside of Kentucky. Anytime we can register experienced, local advisors, we think it’s a win-win.”
Russell joined Atlas Brown in 2014 and serves as Executive Vice President and head of The Russell group. His career in the financial services industry began in 1982 at JJB Hilliard, WL Lyons as a stock broker before transitioning to Merrill Lynch in 1984. At Merrill Lynch, Russell was a Senior Vice President for Wealth Management. The Russell Group, which also consists of Executive Senior Client Associate Patricia Anderson and Associate Financial Analyst Samuel Vonderheide, oversees more than USD75 million in assets.
