Cade Russell, CFP®

Cade Russell, CFP®

Vice President

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  • Timeline

  • About me

    Financial Advisor with Jesse Scroggins Wealth Team

  • Education

    • Hewitt-Trussville High School

      2016 - 2019
    • The University of Alabama

      2019 - 2023
      Bachelor of Science in Commerce and Business Administration

      Major: FinanceMinor: Personal Wealth Management Summa Cum Laude

  • Experience

    • Cryptocurrency Investment Group

      Aug 2021 - Jul 2022
      Vice President

      linktr.ee/CryptoInvestmentGroup- Constructed and presented research projects, bi-weekly, to attendees from our 160-member group- Utilized inbound marketing strategies to create directed advertising campaigns and communication channels- Attended leadership training to properly conduct professional and educational meetings- Learned the technical details of emerging asset classes through extensive and concerted research

    • Cahaba Wealth Management, Inc.

      Jan 2022 - Apr 2022
      Wealth Management Intern

      - Assisted in the development of investment strategies according to specified risk tolerance- Performed portfolio optimization to ensure appropriate asset allocation is maintained- Created personalized pitch books and attended client meetings- Managed client relationships through Hubly and Redtail CRM- Conducted account maintenance through Fidelity Wealthscape and Charles Schwab

    • SageSpring Wealth Partners

      May 2022 - Aug 2022
      Financial Planning Intern

      - Worked closely with two lead advisors and provided valuable support to them with any duties necessary- Restructured asset allocation strategies in investment portfolios through the use of Riskalyze- Created financial plans utilizing MoneyGuidePro- Sat in over 40 client meetings to learn and assist in communication, financial data collection, and internal analysis

    • SageSpring Wealth Partners

      Jun 2023 - now
      Financial Advisor
  • Licenses & Certifications

    • Uniform Combined State Law Examination (S66)

      FINRA
      Oct 2023
    • General Securities Representative Examination (S7)

      FINRA
      Aug 2023
    • Securities Industry Essentials (SIE)

      FINRA
      Jun 2023
    • CERTIFIED FINANCIAL PLANNER® Professional

      CFP Board
      Apr 2025
      View certificate certificate