Doug Russ, Financial Planner

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Apex, NC
27502

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Our Story

Preparing for the next step in life isn’t always easy. My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs. Whether your goals include preparing for milestone life events like retirement or college, or whether you’re simply looking for life, disability income or long-term care insurance protection, I promise you a new level of attention, insight and capability. I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. This helps me recommend products and strategies designed to meet their current, and more importantly, future needs. Contact me to discuss your financial future.

I offer an analysis of your current financial situation and help you: • Identify financial goals and concerns • Illustrate what is being done to reach your goals and deal with concerns • Identify gaps, if present, and offer solutions to fill them.

I am a registered representative of and offer Securities through MML Investors Services, LLC., member SIPC (www.sipc.org). Supervisory address: 12 Cadillac Drive, Suite 440, Brentwood, TN 37027 (615) 309-6300.