Russell Mansfield - RBC Wealth Management Branch Director
Why pick this one
Russell Mansfield has 34 years of experience in financial planning and focuses on high net worth individuals and families.
Best for
- wealth management for high net worth individuals
- comprehensive financial planning
- retirement income strategies
Look elsewhere if
- budget-sensitive financial advisory needs
- clients looking for quick transactional advice
Specialties
- financial planning
- estate planning
- retirement income planning
- 401(k) plan reviews for employers
Certifications
- Certified Financial Planner™
- Retirement Income Certified Professional™
What makes them different
- Works with high net worth individuals and families
- Focuses on long-term client relationships
- Community involvement through meal preparation for local organizations
- Years in business
- 34
- Serves
- Charlotte
Distilled from this business's own website.
Contact & Location
- Address
- 6000 Fairview Rd Ste 500, Charlotte, NC 28210
- Phone
- 7046145025
- Website
- https://us.rbcwealthmanagement.com/russell.mans...
- russell.mansfield@rbc.com
Services
- wealth management
- investment advice
- legacy planning