Planning Your Financial Future
You work so hard for your firm and your clients. Isn’t it time your personal finances got some attention? This site is here to provide easy to understand guidance for you, an attorney here in the Washington area. Enjoy.

Travis Russell, CFP®
Vice President and Client Advisor
My Bio
About Travis Russell, CFP

Travis Russell, CFP employs many of the disciplines of success that he learned as a professional golfer on various mini-tours, and as a Division 1 hockey player - namely, persistence, practice, and a having passion for what you do - to his role as Vice President and Client Advisor.

His desire to help families build successful portfolios is one of the primary reasons that he became an investment advisor and financial planner. Travis thrives on finding better ways to serve clients by bringing advanced strategies found at the highest levels of wealth to his clients' portfolios and financial planning initiatives.

Travis has advised many high-net worth professionals over the years and has developed an expertise in the unique financial challenges they face during their careers. As a result of their hard work, many attorneys, physicians, and executives have accumulated wealth, but the demands of long hours leave them little time to adequately manage their investments or properly prepare for the future. Travis works closely with them to accomplish their retirement planning, estate planning, and tax planning priorities.

He also leads our research into these firms' retirement plans which provides valuable insight and transparency into the advantages and potential missed opportunities for their retirement dollars.

Travis demonstrates his expertise by working closely with our investment and financial planning teams to develop and deliver sound investment and wealth preservation strategies for all of our high-net worth families.

Travis received his Bachelor of Science in Business Administration from the University of Vermont and has attained his CERTIFIED FINANCIAL PLANNER™ designation. Prior to joining Glassman Wealth Services, he worked for a local wealth management firm specializing in investment and wealth management for high-net worth families.

He continues to lead the next generation of aspiring Division 1 hockey players by coaching young goalies throughout the greater DC area.