
Russ Story’s affinity for investing and financial matters began more than 20 years ago when he began investing in the stock market through a class in high school. His classmates elected him Senior Class Treasurer. After spending several years in Atlanta as a Vice-President with Buckhead Financial Corporation, he moved south to Douglas Georgia and still remains in the field he loves as a Certified Senior Advisor.
Russ has invested money on behalf of 100's of clients. Included are seniors, wealthy individuals, lottery winners and corporations.
Several years ago, after his grandmother entered a nursing home, he decided to focus on financial and health care issues concerning those 55 and older. He discovered an alarming lack of expertise available to seniors when it came to financial matters. He runs monthly educational workshops at senior centers, primarily in Georgia, on topics such as tax savings, catastrophic illness, investing, and asset protection.
Russ Story holds the following titles and designations important in advising seniors:
Financial Advisor
Certified Senior Advisor (CSA)
Registered Financial Consultant (RFC)
Registered Principal
Investment Advisor Representative
Mr. Story has lectured at The University of Georgia on issues of retirement planning and financial issues concerning seniors. He has taught investment classes at South Georgia College. Mr. Story writes a weekly column in two newspapers and has been featured on numerous radio talk shows concerning money and financial concerns related to seniors.
