Philip E Russell MSE, ChFC, CLU, LUTCF, CRPS
Lockport, NY
Phil brings a unique skillset to our team having previously been the education field prior to becoming a financial professional in 1983. Phil brings his knowledge of education planning and helps us assist our clients with comprehensive retirement solutions where defined benefit plans may be a component complimenting a 403b or 401k.
Phil has a Master’s degree in Education from his time prior to the investment field. He quickly became a student of the financial services field passing five FINRA exams and receiving designations including the Chartered Financial Consultant (ChFC®), the Chartered Life Underwriter (CLU®) the Life Underwriter Training Council Fellow (LUTCF®) and the Chartered Retirement Plans Specialist (CRPS®)
Phil is very involved in both the Lockport and Wilson communities of Niagara County. He serves as a Village Trustee in Wilson, he is an active member of the Barker Lions Club, the Niagara Area Business Exchange and Toastmasters. Phil is also a golfer and bowler living up near Lake Ontario with his wife Chris.
