Senior Administrative Assistant

Victoria Russell

Victoria is an integral team member and brings four decades of financial-services experience to support clients.

Prior to joining Morse Wealth Management, she served at Bank of America for 24 years and Morgan Stanley Smith Barney for 10 years. In these roles, she gained in-depth understanding of how caring, hands-on client service is the backbone of helping clients pursue their goals. As the first point of contact for clients, she enjoys helping them find the answers and support they need, so they receive seamless service and caring guidance every step of the way.

A native San Diegan, Victoria enjoys cooking in her spare time and gathering frequently with her close-knit family, which includes six sisters and four brothers.

About Carlton

Career Highlights

  • Began as a Financial Advisor with Merrill Lynch in 1992, where he earned the designations of Senior Financial Consultant and Certified Financial Manager.
  • Moved to Morgan Stanley Smith Barney in 1998, subsequently becoming Vice President, Wealth Management and earning the Financial Planning Specialist title.
  • Joined Wells Fargo Advisors Financial Network in 2008, forming Morse Wealth Management as an independent practice.
  • Is a CERTIFIED FINANCIAL PLANNER certificant[1].
  • Holds the Certified Investment Management Analyst® professional designation[2].
  • Holds his Series 7, 24, 63 and 65 securities registrations, and California insurance license number 0B16353.
  • Earned a bachelor’s degree in Political Science from the University of California, Los Angeles (UCLA) with a minor in International Relations.
  • Earned a Certificate in Financial Planning from San Diego State University Graduate School of Business.
  • Completed the IMCA Certified Investment Management Analyst Program at the Haas Graduate School of Business, University of California, Berkeley.

[1] Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNERTM, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

[2] Investment Management Consultants Association is the owner of the certification mark “CIMA®,” the service marks “Certified Investment Management AnalystSM,” “Investment Management Consultants AssociationSM,” and “IMCASM.” Use of CIMA® or Certified Investment Management AnalystSM signifies that the user has successfully completed IMCA’s initial and ongoing credentialing requirements for investment management consultants.

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