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Fifth Third Investment Team Matthew Russell

Investment Executive

Day of the WeekHours
8:00 AM - 5:00 PM
8:00 AM - 5:00 PM
8:00 AM - 5:00 PM
8:00 AM - 5:00 PM
8:00 AM - 5:00 PM

About Matthew

Serving the Bloomington area, Matthew provides the personalized investment guidance you need to help make your financial goals a reality. Using a personalized, one-on-one approach, Matthew works closely with you to develop an investment plan that works for your unique objectives.
Personal Background
My wife and I were wed in 2010 and have 5 beautiful children. When I am not at work, I am busy spending time with my family.
My personal commitment is to provide clients with customized services to help them meet their financial goals. After working with clients to identify and define their goals and needs, I develop strategies to help them meet their objectives. I meet with my clients periodically to make adjustments to their portfolios and re-define their needs as necessary to help keep them on track to achieve their long-term goals.
Clients are always surprised about how I can make financial topics sound so easy to understand. In my experience, the real challenge is understanding your big picture goals and identifying the all the pieces to your financial puzzle. I enjoy developing a financial plan that is unique to you, delivering an approachable plan, and helping my clients clarify the path to their goals.

I am honored to work in this profession, and my clients place their trust in me to care for their life savings which I do not take that for granted. I help professionals balance their long-term goals with their day-to-day choices. I help mature couples realize that their diligent saving has paid off and how to plan for their retirement. More importantly, my role is to give clients enough information to help them make an educated decision on their investment options.

Before helping people with their financial plans, I was a Peace Corp Volunteer in Costa Rica. I focused on helping small businesses improve their business practices and teaching computer literacy at the local high school. Upon returning home, I wanted to put my Masters of Business Administration to good use by helping individuals conquer their financial goals and help them check off items on their bucket list.

It’s very fulfilling to help my clients make good decisions for their goals and individual circumstances. I know I’m successful when money becomes a positive influence in their lives.
University of North Carolina Kenan-Flagler Business School, Chapel Hill, NC - MBA
Indiana University Kelley School of Business, Bloomington, IN
Indiana University, Bloomington, IN
  • Series 7
  • Series 66
  • Life Insurance
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About Fifth Third Securities

"With Fifth Third Securities, your plans and aspirations are in the hands of seasoned financial professionals focused on serving you. We are committed to providing you personalized, comprehensive financial services designed to help preserve and grow your assets, protect your family, and allow you to create the lifestyle you want."
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