Merrill Lynch

Money Smart Financial Coaching, located in Juneau, AK, offers expert financial planning services tailored to help clients achieve their financial goals. With a focus on personalized strategies and education, their experienced team guides individuals and families through budgeting, investment, and retirement planning. Whether you’re looking to gain control over your finances or plan for the future, Money Smart Financial Coaching is dedicated to empowering you with the knowledge and tools for success. Generated from this place's information

Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education savings, and tax-efficient investment strategies. We work to ensure that every client receives tailored advice through face-to-face consultations. Our team is committed to helping you along your financial journey so you can feel confident and secure in your financial future. For information about how Edward Jones uses and protects your data, visit our Privacy and Security page: https://www.edwardjones.com/us-en/privacy

Warren Russell joined First Command Financial Services as a Financial Advisor in April 2021, following a 25-year career in the United States US Coast Guard, where he attained the rank of LT. Commander. Warren understands the challenges and opportunities associated with life in the military and is committed to helping service members and their families get their financial lives squared away. Warren has a Master’s degree in Information Systems from George Mason University and a Bachelor’s degree in Telecommunication Systems Management from Capital University and Associate Degrees in Computer Engineering Technology and Business. He holds Series 7 and 66 securities licenses plus life and health insurance licenses in Alaska. Understanding that the biggest obstacle to financial security for most people is their own behavior, Warren serves as a personal financial coach to clients, continually reinforcing positive financial behaviors. He advocates time-tested financial principles, including disciplined, long-term saving and investing, careful debt management, and a thoughtful insurance strategy to manage financial risk. Warren will work with you to establish specific, meaningful goals that are consistent with your values and then develop a personalized financial plan to guide your pursuit of those goals. Active in his community, Warren is a member of Rotary Club of Juneau United Way of SE Alaska. In his free time, Warren enjoys spending time with family and traveling. First Command offers a comprehensive set of financial planning products and services, including banking, investments, insurance and retirement planning. More than 500 First Command Financial Advisors across the country and abroad are committed to the company’s Mission of “Coaching those who serve in their pursuit of financial security.”