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Financial Planner
Mobile: 813-629-0186 *no texts please
Fax: 260-255-0132
Direct Texting line: 813-578-8013
Demetrius Russell is a Wealth Advisor in Winter Park, FL. He focuses on comprehensive financial planning, investment portfolio design, and retirement planning solutions, including insurance strategies. He believes there is no one-size-fits-all financial plan and offers customized solutions to meet each individual client’s needs and to prioritize their unique goals.
Before transitioning to Heritage Financial Consultants, Demetrius was a Regional Vice President for Lincoln Financial Group LTC Insurance Sales Distribution team covering Eastern Florida. He has extensive experience and knowledge in the insurance and retirement planning space. During this time, he earned a top performance award, the Lincoln’s Wholesaler Rookie of the Year Award* in 2020. His commitment to his clients and his practice is evident in his continually thoughtful approach and dedication to his work.
Demetrius graduated with a double major from Colgate University, where he also played Division I Football. He has a passion for sports and serving his community. For the last twelve years, he has participated in mentorship programs for high school and college students , as well as volunteered with Ronald McDonald House Charities. He is a football enthusiast and plays in the occasional flag-football league. When he’s not watching the games, he enjoys spending time with his family and friends.
Certifications
- Series 6, 7, 63, and 65 registered
- Life and Health insurance licensed
Professional Associations
- African American Financial Professionals Network
Education
- BA, Colgate University, Sociology and African American Studies
Awards
- Lincoln’s Wholesaler Rookie of the Year Award* (2020)
*Lincoln Financial Distributors Rookie of the Year Award in January 2022 for the calendar year 2021. The award is given to the best sales performance in the candidates first full year. Demetrius did not apply and was independently nominated for the award. Neither the advisors nor their parent firm pay a fee for the nomination or receipt of the award.
Community Involvement
- Ronald McDonald House Charities