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Jared Russ, CFP®, BFA

Jared Russ, CFP®, BFA

Senior Financial Planning Consultant

Prior to joining the Financial Planning Group in October 2015, Jared worked as a Financial Advisor for UBS, Wells Fargo Advisors (legacy Wachovia Securities), and Ameriprise Financial

Jared earned his BS in Finance from Wingate University in 2006.  In addition to his CFP® Certificate, he has Series 7, Series 66, and NC Life Insurance Licenses