Russell Wolsfelt

Russell joined Campbell Wealth Management in 2009, expanding knowledge and experience in wealth accumulation and preservation. His background includes nearly a decade as head of equity and fixed income trading and portfolio manager with Synovus Trust Company.

As a member of the portfolio management team at Synovus Trust, he was responsible for conducting individual security research and analysis, asset allocation, portfolio rebalancing, and performance reporting. In addition to these functions, he served on the asset allocation committee as secretary as well as a voting member, analyzing the current global macro-economic environment and recommending appropriate asset allocations to create efficient portfolios and make tactical shifts when appropriate.

Credentials

  • Accredited Investment Fiduciary
  • Series 6 (Investment Company and Variable Contracts Products Representative), Series 7 (General Securities), Series 63 (Uniform Securities Agent State Law), Series 65 (Uniform Investment Adviser Law)
  • Life, Health, Disability, and Property/Casualty licenses.

Recognition

  • BA in Liberal Arts from Auburn University in 1999
  • Member of Auburn University Swim Team for 1995 SEC championship season

Service

  • President of Camp Bridges whose mission is to promote the health and quality of life for children and teenagers with end-stage organ disease and transplantation
  • Member of the Canterbury United Methodist Church counseling advisory committee

Our Office

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©2017 Campbell Wealth Management, LLC

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