Broker Check
Emily Russell, CFP®

Emily Russell, CFP®

Financial Advisor, UFCU Investment Services

(512) 977-7925

erussell@ufcu.org

“If you fail to plan, you plan to fail!” Benjamin Franklin

Branch Location: UFCU Plaza

FINRA’s Broker Check for Emily Russell

With an outgoing nature and innate talent for building deep-rooted relationships, Emily made her way from Colorado to Texas not knowing a soul and built a community from the ground up. She has consistently demonstrated exceptional dedication, knowledge, and a commitment to providing outstanding service to her clients. Her deep understanding of financial planning and her ability to build meaningful relationships have made her an invaluable part of our team.

After receiving a Bachelor of Arts in Economics from Southwestern University, Emily went on to earn her CERTIFIED FINANCIAL PLANNER™ certification in 2022. She has a passion for financial planning and enjoys developing tailored strategies aimed to meet unique financial goals. Emily is committed to educating and empowering Members to reach their financial goals at every stage of life.

As a former competitive swimmer at Southwestern University — now a proud “swammer” — Emily now prefers lounging by the pool. When she isn’t working, you can find her paddleboarding, perfecting her gel nail technique, or taking long walks with her husband and their dogs.

Get to Know Emily

What is the one food you would never give up?
“Dairy. I’ve had to give up enough because of the other dietary restrictions I have.”

What is your favorite holiday?
“Any holiday I spend with family is my favorite.”

Who is your favorite superhero?
“Marvel’s Doctor Strange”

To learn more about how Emily can help you with your investment needs, email erussell@ufcu.org or call (512) 977-7925.

CERTIFIED FINANCIAL PLANNER Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.