Merrill Lynch Financial Advisor Russel Upton

Services Offered

• Investment advice
• Financial planning
• Investment management

About

Russel Upton is a financial advisor based in Rancho Santa Fe, California, affiliated with Merrill Lynch. He offers investment advice and strategies tailored to individual clients' life goals, risk tolerance, time horizon, and liquidity needs. His services encompass comprehensive financial planning and investment management. Russel serves a diverse clientele, focusing on helping individuals and families achieve their financial objectives.

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Business Information