Nicholas J. Russell, CRPC®
One of the most important lessons Nick learned as a college student at Virginia Tech is that becoming a great financial planner is truly about understanding the needs of clients and recognizing that everyone's economic and life situation is unique. After graduation, Nick worked as a financial advisor at large wirehouse firms, gaining valuable experience and insight into how he would one day like to run his own firm. Over the years, he took note of the expressed needs and wants of his clients, fueling his motivation to provide independent investment advice in his clients' best interests. Today, Nick is the founder and owner of Sunrise Wealth Advisors and has been helping clients pursue their financial goals for over a decade. His goal is for Sunrise Wealth Advisors to provide a comfortable and confidential environment for continued education and guidance toward a stronger financial future. Nick is dedicated to building compliant, unbiased, and progressive relationships with his clients as their financial advisor representative. Whether a client's current goals involve purchasing a first home, financing a child's college education, or planning for retirement, Nick strives to help clients make informed decisions with their money. If clients have questions about their financial plan or specific financial products, Nick welcomes the opportunity to review their needs and address any other topics they would like to discuss. Office: (407) 351-3476 ext. 102
Nick looks forward to hearing from you. Designations
Nick holds Series 7 and Series 66 registrations and is registered to sell securities in over 25 states, allowing him to serve as an independent source for investment advice. Please visit his Sunrise bio page at sunrisewealthadvisors.com/nicholas-russell for a complete list of his registrations, designations, and licenses. FAQ
Please visit Nick's Sunrise Bio/FAQ page for answers to common investor questions. Sunrise Wealth Advisors is located at 6052 Turkey Lake Rd, Ste. 101, Orlando, FL 32819. Main office telephone number is (407) 351-3476. Securities and advisory services offered through Cetera Advisors LLC, member FINRA/SIPC, a broker/dealer and Registered Investment Adviser. Cetera is under separate ownership from any other named entity.
