The Pierson Russi Group at Morgan Stanley

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The Pierson Russi Group

OUR MISSION STATEMENT

To help resolve current and anticipated financial needs through an in-depth and personal wealth management process.

Our Story and Services

The Pierson Russi Group

The Pierson Russi Group was created in 2007 after the founding members, Carl Pierson and Chris Russi, realized the strength in numbers would allow each team member the time necessary work in their preferred field of the financial services industry. In addition, the team adhered to a "goal-oriented" approach to helping our clients manage their wealth. This approach is designed to encourage our clients to discuss their financial objectives with our Team first, which then allowed us to develop strategies and solutions second. We believe the result of this has helped us to enhance the client experience, strengthen current relationships and attract new ones as well.


Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck.

Services

  • Alternative Investments
  • Asset Management
  • Cash Management
  • Estate Planning Strategies
  • Financial Planning
  • Lending Products
  • Life Insurance
  • Long Term Care Insurance
  • Professional Portfolio Management
  • Retirement Planning

Location

Location

  • 222 Central Park Avenue
  • Suite 1800
  • Virginia Beach, VA 23462


    Working With You

    Working With You

    We believe success in achieving important financial goals starts with a comprehensive wealth strategy. We will help you define what is most important to you and then formulate the strategies that are suited for your needs, whether you are accumulating wealth or investing for income, solidifying your retirement plan or devising a distribution approach that meets your lifestyle and legacy goals. 

    Meet The Pierson Russi Group

    Investing

    Working closely with you to guide your wealth and investments through the most challenging market cycles.

    • Asset management
    • Traditional investments
    • Alternative Investments
    • Impact Investing

    Family

    Creating customized financial strategies for the challenges that today's families face.

    • Estate Planning
    • 529 Plans / Education Planning
    • Long Term Care Insurance
    • Trust Services and Accounting

    Retirement

    Working with you to understand your life goals and develop a truly personalized wealth strategy.  Today and for the years to come.

    • 401(k) Rollovers
    • IRA Plans
    • Retirement income strategies
    • Annuities

    Business Planning

    Partnering with you on key aspects of your business such as ownership, liquidity and developing opportunities.

    • Succession Planning
    • Business Planning
    • Retirement Plan Sponsors
    • Corporate Pension Funds

    Philanthropy

    Making sure your philanthropic dollars are managed with the same best-in-class service as the rest of your wealth.

    • Endowments
    • Foundations
    • Donor Advised Funds
    • Impact Investing

    Ready to start a conversation? Contact The Pierson Russi Group today.

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