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Russell Morrison joins UBS as Financial Advisor in Jackson, Mississippi
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UBS Wealth Management USA (UBS) has welcomed Russell Morrison as a Financial Advisor, joining the Capitol Wealth Management team in Jackson, Mississippi. The team, led by UBS Financial Advisors Rush Mosby and Will Mosby, manages $1.8 billion in client assets. Russell brings 10 years of industry experience and a focus on multi-generational family wealth management. With a bachelor's degree from the University of Virginia and an MBA from Millsaps College, Russell aims to leverage UBS's high-net-worth capabilities to deliver comprehensive wealth management services to clients.
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JACKSON, Miss.--(BUSINESS WIRE)--
UBS Wealth Management USA today announced that Russell Morrison has joined the firm as a Financial Advisor. Russell will be teaming up with Jackson, Mississippi based team, Capitol Wealth Management, led by UBS Financial Advisors Rush Mosby and Will Mosby. Collectively, the team manages $1.8 billion in client assets.
Russell joins the UBS South Central Market, managed by Ryan McLaughlin Wood, and is located in the Jackson, Mississippi office, reporting to Sara Perez Barrett.
“On behalf of UBS, we’re excited to welcome Russell to the firm,” said Ryan McLaughlin Wood, South Central Market Executive at UBS Wealth Management USA. “Russell’s industry experience and dedication to his clients are a great addition to our business, and we look forward to continuing to expand our business in Mississippi, a key market for our firm.”
“We are very focused on attracting and retaining the most productive financial advisors in the industry,” said Sara Perez Barrett, Market Director for Memphis, Mississippi & Arkansas at UBS Wealth Management USA. “We believe we have the strongest platform for Financial Advisors in the Americas, and with our unique suite of high-net-worth capabilities, advisors like Russell can deliver the full power of UBS to clients.”
Russell has 10 years of experience providing comprehensive wealth management services to multi-generational families, understanding that the stewardship of family resources extends beyond the life of the wealth creators. He was previously a financial advisor at Merrill Lynch and is active in many community organizations in support of the arts, youth development and combating regional food insecurity. A native of Vicksburg, Mississippi, Russell received his bachelor’s degree from the University of Virginia and also holds an MBA from Millsaps College.
Notes to Editors
About UBS
UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. It also provides diversified asset management solutions and focused investment banking capabilities. With the acquisition of Credit Suisse, UBS manages 5.5 trillion dollars of invested assets as per second quarter 2023. UBS helps clients achieve their financial goals through personalized advice, solutions and products. Headquartered in Zurich, Switzerland, the firm is operating in more than 50 countries around the globe. UBS Group shares are listed on the SIX Swiss Exchange and the New York Stock Exchange (NYSE).
Who is the new Financial Advisor joining UBS Wealth Management USA?
Russell Morrison has joined UBS Wealth Management USA as a Financial Advisor.
Where is the Capitol Wealth Management team located?
The Capitol Wealth Management team is based in Jackson, Mississippi.
How much client assets does the team manage?
The team manages $1.8 billion in client assets.
What are Russell Morrison's qualifications?
Russell Morrison has 10 years of experience in comprehensive wealth management and holds a bachelor's degree from the University of Virginia and an MBA from Millsaps College.
What is the focus of Russell Morrison's wealth management services?
Russell Morrison focuses on providing comprehensive wealth management services to multi-generational families.
What is Russell Morrison's previous experience?
Russell Morrison was previously a financial advisor at Merrill Lynch.
What community organizations is Russell Morrison involved in?
Russell Morrison is active in community organizations supporting the arts, youth development, and combating regional food insecurity.
UBS Group AG is a multinational investment bank and financial services company founded and based in Switzerland. Co-headquartered in the cities of Zürich and Basel, it maintains a presence in all major financial centres as the largest Swiss banking institution and the largest private bank in the world.
