What is your definition of financial success?
Is it retiring at a certain age? Maybe you’re striving for a work optional lifestyle? Do you wish to leave a legacy to family, loved ones or charity? Whatever your definition, at some point, your whole financial life essentially comes down to one question: Will you outlive your money, or will your money outlive you?
My name is Russell Clark, financial advisor with Edward Jones. Together with my branch office administrator, Laura Kozash, we will partner with you to understand your definition of financial success. By starting with your end goals in mind, I will be able to build a personalized financial strategy that is unique to you.
We know that life will present opportunities and challenges that can derail the best laid plans, so our commitment is to partner with you for the rest of your life to help keep you on track.
We are not an 800 number, website, a computer generated voice nor an algorithm directing your financial strategy. We deliver wealth strategies and invite you to experience this partnership to help you feel understood and informed about your financial future.
I came to Edward Jones in 2009 because of a personal experience that drew me to this business. Many years ago, I witnessed a wealthy family member make bad financial and investment decisions. He was forced to retire, when not prepared, and I watched as he and his wife’s wealth slowly disappeared long before their time.
Since joining Edward Jones, I've had the pleasure of partnering with individuals, families and business owners to help them avoid the mistakes my loved ones made so many years ago.
I'm passionate about leading by example; therefore, I am actively involved in my community, whether it’s WISD, Rotary, FBC WAX or through soccer and basketball coaching.
When I am not at work or in the community, my sole focus is on my family. My wife, Ashli, and I have four wonderful children who fill our time with life and love.
- Wealth Strategies
- Retirement Savings Strategies
- Retirement Income Strategies
- Estate & Legacy Strategies
- Divorce Finances
- Charitable Giving
My Personal Interests
- Spending Time with Family
- Personal Fitness
Phone NumberRussell D Clark at (972) 938-1189
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