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Russell C

Series 63, Series 65

Longwood, FL

Royal Palm Investment Advisors, Inc.

Russell Colbert is a financial advisor with Royal Palm Investment Advisors, Inc. in Longwood, FL. He holds Series 63 and Series 65 designations and has 30 years of industry experience. He has been with Royal Palm Investment Advisors since 2007. Royal Palm Investment Advisors provides discretionary portfolio management and consultative financial planning to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other entities. The firm employs a mix of fundamental, technical, and cyclical analysis for portfolio construction and manages approximately $34.6 million for about 97 clients.

Wealth management Cash flow / budgeting
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