Demetrius Russell

Financial Planner

Qualifications

  • FINRA Series 7 and 65 licenses
  • Life, health, and annuities licensed
  • Bachelor of Arts in Sociology & African American Studies, Colgate University

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 becoming an independent advisor, Demetrius was a Regional Vice President for Lincoln’s 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 two top performance awards: Lincoln’s Leader’s Club Award in 2018 and 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 and volunteered at organizations like The Ronald McDonald House and Salvation Army. 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.

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