Marc Russell
Marc Russell is a Principal at AdvicePeriod. Based out of South Florida, he is responsible for helping simplify clients’ financial lives while focusing on the issues that matter most to them. He has an affinity for complex tax and estate planning issues and has spent his career working with clients to design and implement comprehensive, sophisticated planning and investment strategies.
Marc began his career working with his AdvicePeriod cofounders at Convergent Wealth Advisors. Soon after joining Convergent, Marc relocated to Los Angeles for the launch of Convergent’s California office, where he played an integral role in its rapid growth as a client advisor, building relationships with key centers of influence and developing new business. In addition to serving as the primary advisor to many of the firm’s largest and most complex clients, Marc sat on Convergent’s leadership committee.
Marc graduated from Amherst College cum laude with a Bachelor of Arts degree in economics and received his MBA with honors from the Wharton School at the University of Pennsylvania. He holds the Chartered Financial Analyst® designation and is a member of the CFA Society of South Florida. He was named to Forbes’ Best-In-State Wealth Advisors in South Florida, ranking #41 in 2024.
Best-In-State: Advisors are selected for the Forbes rankings by SHOOK Research. Rankings for 2024 were published in April 2024 and were based on June 30th data, including 1- and 5-year periods. The rankings are based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors with a minimum of seven years of experience and weighing factors like revenue trends, assets under management, compliance records, industry experience, and best practices learned through telephone and in-person interviews. Portfolio performance is not a criterion due to varying client objectives and a lack of audited data. The ranking is not indicative of future performance, and there is no guarantee of future success. For additional information, visit www.forbes.com.
