Will Russell

Managing Director, Business Development Officer

Start Date
Industry: 2002
KAR: 2025
Education
  • U.S. Marine Corps Officer Program, Commissioned Officer
  • B.S., Marketing, University of Alabama
Prior Work Experience
  • Business Development Officer – Cornerstone Wealth Group
  • Managing Director of Capital Markets – Roberts & Ryan Investments
  • Director of Global Development – Strategic Project Solutions
  • Director of Institutional Equities – Scotia Howard Weil
Certifications and Credentials

Series 7, 24, 63, 65

What Do You Enjoy Most About Your Job?
I enjoy serving and working with people and investors to achieve their financial goals. I also enjoy working as a team to accomplish clients’ objectives.

What Do You Enjoy Most About Working at KARWA?
I enjoy being part of the KAR family and working as a team.

 

What Are You Involved in Outside of Work?
Outside of work, I spend time with my family, enjoy outdoor activities, and I’m involved in Veterans organizations.

How Does KARWA Approach Wealth Management Differently?
KARWA approaches wealth management differently by developing relationships with clients based on trust, service, and quality to find the best solutions for clients as their lives change.

If you have any questions regarding a particular professional’s credentials or for more information regarding each credential’s requirements and qualifications, please contact KAR to receive a copy of your professional’s Form ADV Part 2B.

 

This information is being provided by KAR for illustrative purposes only. Information contained on this site is not intended by KAR to be interpreted as investment advice, a recommendation or solicitation to purchase securities, or a recommendation of a particular course of action and has not been updated since the date of the material, and KAR does not undertake to update the information presented should it change. This information is based on KAR’s opinions at the time of the publication of this material and are subject to change based on market activity. There is no guarantee that any forecasts made will come to pass. KAR makes no warranty as to the accuracy or reliability of the information contained herein.  The information provided here should not be considered to be insurance, legal, or tax advice and all investors should consult their insurance, legal, and tax professionals about the specifics of their own insurance, estate, and tax situations to determine any proper course of action for them. KAR does not provide insurance, legal, or tax advice, and information presented here may not be true or applicable for all investor situations. Additional information about KAR’s services and fees may be found in KAR’s Part 2A of Form ADV, which is available upon request or can be found at https://kayne.com/wp-content/uploads/ADV-Part-2A.pdf.

Contact Will Russell

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