Nestled in the vibrant community of Boca Raton, Cornerstone Wealth's humble key man office serves as a cornerstone for locals seeking personalized financial guidance. Located at 2255 Glades Road, Suite 324A, Boca Raton FL 33431, our office embodies accessibility and convenience for those in the Florida area.
At the helm of our Boca Raton office is Will Russell, a pivotal figure driving firm growth and fostering meaningful connections within the community. As Cornerstone Wealth's esteemed Business Development Officer, Will brings a wealth of experience and dedication to his role, having served with honor in the United States Marine Corps before embarking on a successful career in finance.
During his tenure in the Marine Corps, Major Russell demonstrated exceptional leadership while serving in various capacities and units, including Operation Silver Wake and in support of Operation Enduring Freedom. His military background instilled in him values of discipline, integrity, and a relentless pursuit of excellence, qualities that continue to define his professional journey today.
Transitioning seamlessly from the Marine Corps to the finance industry, Major Russell has accumulated over 17 years of Institutional Equity and Capital Markets experience. His impressive career spans positions with renowned firms such as Perot Systems Corporation, Southcoast Capital, Howard Weil Inc., and most recently, Roberts & Ryan Investments.
Cornerstone Wealth Group, LLC, doing business as Cornerstone Wealth, is an SEC registered investment adviser offering investment advisory services. Our Boca Raton office stands as a testament to our commitment to serving the local community with integrity, excellence, and a deep-rooted passion for helping individuals achieve their financial goals.
This is for informational purposes only. Investment advisory services offered through Cornerstone Wealth Group, LLC dba Cornerstone Wealth, an SEC registered investment adviser.
