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Wealth Management North Carolina
Retirement Plans North Carolina
Exit Planning North Carolina
Retirement Plans North Carolina
Retirement Plans North Carolina
Exit Planning North Carolina
North Carolina Investment Adviser
Wealth Management North Carolina
Russell B. Smith
Financial Planners North Carolina
Russell B. Smith ("Russell") is a licensed Certified Financial Planner™ with over 18 years of professional experience in financial services and is a member of leading pension and financial services organizations, including the Financial Planning Association ("FPA") and the American Society of Pension Professionals and Actuaries ("ASPPA").

A graduate of North Carolina State University with a B.S. Degree in Economics, Russell is an owner/partner of Gordon Asset Management, LLC, and his business focus is centered on advising ERISA pension and 401(k) plans. Russell provides design, implementation, investment management, communication and education services to qualified and non-qualified retirement plans.

He holds the Certified Employee Benefits Specialist ("CEBS") designation, the Chartered Retirement Plan Specialist ("CRPS") designation and is an Accredited Investment Fiduciary ("AIF®") designation from The Center for Fiduciary Studies, which operates in Association with the University of Pittsburgh's Katz Graduate School of Business.

Russell is Series 7, 63, 66 securities licensed and holds his life, accident and health insurance license and Long Term Care insurance license. He is a Registered Representative with an independent broker-dealer, CW Securities, LLC, a member FINRA firm.

Contact Russell B. Smith >
Asset Management Raleigh-Durham
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Retirement Plans Raleigh-Durham
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Gordon Asset Management is North Carolina's premier financial services company specializing in associate
development investment, education and accreditation utilizing state of the art industry tools and databases.
Other Gordon Asset Management services include Wealth Management, Retirement Plans
and Exit Planning. Located in the Triangle of Raleigh-Durham, Chapel Hill, Gordon Asset
Management services the Triad of Greensboro, High Point and Winston-Salem as well as throughout
North Carolina, East Tennessee and South Carolina.
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