Russell Blum, CDFA®, Private Financial Advisor

SunTrust Investment Services, Inc.

Russell Blum Photo
Russell Blum, CDFA®, Private Financial Advisor

SunTrust Investment Services, Inc.

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5350 Town Center Rd.,Suite 200

Boca Raton, FL 33486

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About

As a Private Financial Advisor with SunTrust Investment Services Inc., Russell Blum places significant emphasis on the principle of matching the appropriate financial product and strategy for your investment portfolio. Using his experience in a variety of financial disciplines, Russell first strives to understand a client's financial status, interpret their appetite for risk and analyze their financial needs, then help offer intelligent financial solutions and devise a comprehensive plan for future growth and present income. His primary responsibility is to place the best thinking behind every investment decision and selection to help you accomplish your investment goals.

Specialties:

  • Asset Allocation
  • Risk Management
  • Investment Analysis
  • Securities & Fixed Income
  • Wealth Management & Planning

SunTrust Private Wealth Management is part of SunTrust Bank, with a proud 120-year heritage of commitment to helping our clients manage their wealth and achieve their goals. We are committed to meeting the needs of our clients - by building and continually strengthening long-term relationships and by offering you comprehensive wealth management capabilities to meet your sophisticated and often complex needs. As your needs evolve, your team of experts and solutions will too, in order to address new challenges and opportunities.

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