UBS Wealth Management USA today announced that Russell Morrison has joined the firm as a Financial Advisor. Russell will be teaming up with Jackson, Mississippi based team, Capitol Wealth Management, led by UBS Financial Advisors Rush Mosby and Will Mosby. Collectively, the team manages $1.8 billion in client assets.
Russell joins the UBS South Central Market, managed by Ryan McLaughlin Wood, and is located in the Jackson, Mississippi office, reporting to Sara Perez Barrett.
“On behalf of UBS, we’re excited to welcome Russell to the firm,” said Ryan McLaughlin Wood, South Central Market Executive at UBS Wealth Management USA. “Russell’s industry experience and dedication to his clients are a great addition to our business, and we look forward to continuing to expand our business in Mississippi, a key market for our firm.”
“We are very focused on attracting and retaining the most productive financial advisors in the industry,” said Sara Perez Barrett, Market Director for Memphis, Mississippi & Arkansas at UBS Wealth Management USA. “We believe we have the strongest platform for Financial Advisors in the Americas, and with our unique suite of high-net-worth capabilities, advisors like Russell can deliver the full power of UBS to clients.”
Russell has 10 years of experience providing comprehensive wealth management services to multi-generational families, understanding that the stewardship of family resources extends beyond the life of the wealth creators. He was previously a financial advisor at Merrill Lynch and is active in many community organizations in support of the arts, youth development and combating regional food insecurity. A native of Vicksburg, Mississippi, Russell received his bachelor’s degree from the University of Virginia and also holds an MBA from Millsaps College.
Notes to Editors
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