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Russell Wood

Vice President - Personal Trust Adminstration

Background & Role

Responsible for the overall development and growth of Fiduciary Partners’ services in Northern Wisconsin and the surrounding region, Russ works primarily from our Appleton, Wisconsin office. His extensive experience throughout multiple jurisdictions and within multiple roles in the trust industry makes Russ well suited for this role.

With over 30 years of experience in administering trusts, complex estate plans, and individually managed accounts for high net worth individuals, Russ understands the importance of listening to clients and providing clear communication. As a result, he is well equipped to understand clients’ needs and assist professional advisors in finding practical solutions that will best accomplish their goals.

Memberships & Associations

• Member, Estate Planning Council of Northeast Wisconsin

• Chair Member, Rotary Club of Green Bay – Rotary International Foundation

• Member, St. Norbert College Gift Planning Advisory Committee

Education

• B.A., History, University of the South – Sewanee

• Cannon Financial Institute – Trust School Graduate

• Certified Trust and Fiduciary Advisor (CTFA) – Institute of Certified Bankers

• Accredited Estate Planner® (AEP®)

 

Contact

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