About Me

My name is Russ. I live in Long Island, NY with my Fiancé and soon-to-be husband Andrew. He is a music teacher and mostly gives me quizzical looks as I drone on about retirement, emergency savings, the importance of impeccable credit etc. The most important thing in the world to me is my family and friends. I create wealth for myself to have more time and freedom to spend with themHead Shot

I work as a Private Banker at a national bank. In my role at the bank I only deal with the clients who have deposits over $250k. My primary responsibility is to gather assets from these clients and make financial recommendations based on their individual needs. I have noticed throughout my career that the amount of financial illiteracy is staggering. Schools do not teach financial skills. Financial institutions focus on those who already have amassed assets. Financial advisors are mostly product-pushers. I have created The Wealth Spot to serve as a resource for all those who need it.

 

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