Stephen Matthew Russell

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2005 → Present
  Raymond James Financial Services
  Carthage, TN
• 03/2009 → Present
  Raymond James Financial Services Advisors Inc.
  Carthage, TN
• 07/2005 → Present
  Wilson Bank & Trust
  Carthage, TN
• 10/2006 → Present
  First Baptist Church Carthage
  Carthage, TN

Other Businesses

(1) Name of Business: Address: 55 Tisdale Lane, Brush Creek, TN, 38547, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 04/30/2026 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Rent my Rv so my family cleans the rv after each rental and has it ready for next renter. Online bookings only so i rental site takes cares of all the bookings. (2) Name of Business: BDGR Excavating LLC Address: 55 Tisdale Lane, Brush Creek, TN, 38547, United States Activity Type: Business Owner Position/Title: Partner Investment Related: No Start Date: 02/13/2022 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: All 4 individuals are 25% owners in the LLC (3) Name of Business: BDGR LLC Address: 55 Tisdale Lane , Brush Creek, TN, 38547, United States Activity Type: Real Estate Brokerage/ Agent or Development Position/Title: Partner Investment Related: Yes Start Date: 12/02/2020 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: All 4 individuals are 25% owners in real estate development that includes building some townhomes for rental purposes (4) Name of Business: N&T Farms Address: 55 Tisdale Lane, Brush Creek, TN, 38547, United States Activity Type: Agriculture/Farming Position/Title: Other Investment Related: No Start Date: 12/31/2014 Hours per month devoted to this business: 11-20 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I manage a small hobby farm that consist of beef cows and honey bees. I also have started mulching services offered through N&T Farms (5) Name of Business: NA Address: 55 tisdale lane brush creek tn 38547, Carthage, TN, 38547, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 07/17/2005 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: All I do is collect the rent once a month and deposit it. once i year i pay the insurance and taxes on the property. (6) Name of Business: WBT Wealth Management Address: 1300 Main St N, Carthage, TN, 37030-1087, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 02/23/2025 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor (7) Name of Business: Wilson Bank and Trust Address: 1300 Main St N Carthage Tn 37030, Carthage, TN, 37030, United States Activity Type: Bank or Credit Union Associate Position/Title: Associate/Employee Investment Related: Yes Start Date: 07/17/2005 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: I am a full time financial advisor

Exams

• S65 Uniform Investment Adviser Law Examination
  2009-02-26
• S63 Uniform Securities Agent State Law Examination
  2001-08-09