Verified recordFinancial Services

Mike Russo

Chief Investment Officer at Millstone Financial Group

Based in Millstone, United States

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Seniority

C-Team

Department

Finance & Accounting

Location

Millstone

Industry

Financial Services

Company size

11

Contact information

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Email

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m•••••••@millstonefinancial.net

Phone

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Background

About Mike Russo

Michael Russo is Chief Investment Officer at Millstone Financial Group, an independent financial advisory firm helping pre-retirees and retirees pursue their retirement goals. He has 30 years of industry experience and strives to help his clients understand investments and make sure every client is presented with sound investment management philosophies and proven retirement distribution strategies to reduce the chances of running out of money in retirement. Mike graduated from Montclair State University with a degree in business administration, majoring in finance. He spent over 10 years working for Brown Brothers Harriman and MetLife. While working for a local financial consulting firm, Mike met Donald Albach, and together they founded Millstone Financial Group to help people navigate the complexities of planning for retirement. Mike was raised in a modest household, where family always came rst. He attributes his success to both of his hardworking parents, who instilled in him core values and integrity. Mike has been married to his wife, Maryann, since 1992. They reside in Howell with their three children, Matt, Craig, and Kellie. Mike is an avid sports fan and golfer. He is also a member of Battleground Country Club and enjoys being out on the course or having dinner with good friends and clients. To learn more about Mike or Millstone Financial Group, please visit https://millstonefinancial.net/- Advisory services are offered through Millstone Financial Group Limited Liability Company, a Registered Investment Advisor in the State of New Jersey. Insurance products and services are offered through Millstone Financial Group Limited Liability Company. Millstone Financial Group Limited Liability Company is not affiliated with or endorsed by the Social Security Administration or any government agency.

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