From Dreams… To Goals… To Flexibility… To Confidence

Our goal is to help you take a proactive approach to your personal financial situation. We are dedicated to helping you make sound decisions for your financial future. Helping you gain a better understanding of investing, retirement, estate planning strategies, and wealth preservation. Most importantly, we hope you see the value of working with us to pursue your financial goals.

Vincent L Russo

  • CFP
    Managing Director - Investment Officer

    Vincent Russo is a Managing Director - Investment Officer and is one of the founding members of The Russo Wealth Management Group of Wells Fargo Advisors.
    For more than 25 years, Vincent worked directly with his father, who retired after spending 50 years in the financial services industry.

    Proud to have followed in his father's footsteps, Vincent knows how business used to be done, but he has also become familiar with new trends and products. As the lead Financial Advisor for The Russo Wealth Management Group, Vincent helps serve many different life events, including retirement, wealth accumulation, education saving, and insurance. When meeting with his clients, he focuses on risk management, flexibility, and meeting his clients' long-term goals.

    While many of the team's client originally worked with his father, Vincent has been able to continue building long-lasting relationships with next generation. He has gotten to know each of clients' families over the years, and he enjoys having honest conversations with them about life.

    Away from the office, Vincent enjoys spending time with his wife, Rebecca, and their two sons, Vincent Jr. and Benjamin. He also likes to spend time outside, fishing and gardening.


    • Rutgers University

    James D. Burns

        Managing Director - Investments

        James Burns, Managing Director - Investments, holds a conservative, long-term philosophy that focuses on prudent wealth accumulation, protection, and distribution.

        He believes that investment decisions should be made according to each client's unique financial situation. Jim, along with the entire team at The Russo Wealth
        Management Group of Wells Fargo Advisors, seeks to provide an individualized level of attention that meets the highest standards of value, management, integrity, and cost.

        Backed by more than 30 years' experience in the financial services industry, Jim serves individuals and businesses in all areas of investment planning, including retirement planning, tax management, estate planning strategies, education funding, risk management, investments, and employee and executive benefits.

        Prior to joining Wells Fargo Advisors (and its predecessor firms) in 1992, Jim worked at Smith Barney for four years. He graduated with a Bachelor of Science in
        Business Administration from Western New England College in 1987.