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Allie Russo, CFA

Allie Russo, CFA

Financial Advisor,
Relationship Manager

  • The Pact by Jodi Picoult
  • Jesus, Madison Prewett Troutt, and Tiger Woods
  • Don’t let the fear of striking out keep you from playing the game.
  • Humility, perseverance, and work ethic

Financial Advisors

Allie Russo is a wealth management financial advisor based in Phoenix, AZ.

Allie joined CAPTRUST in 2020 from MRA Associates, and she serves as a financial advisor and relationship manager. She works with high-net-worth individuals and families on a variety of wealth management issues, including investment advising, financial planning, tax planning, and estate planning.

Allie holds a Bachelor of Science degree in finance and economics from Barrett the Honors College at Arizona State University, along with the designation of Chartered Financial Analyst. Outside of work, Allie enjoys reading, traveling, taking barre classes, and volunteering at her church.

Education

  • Bachelor of Science degree in finance and economics from the Honors College at Arizona State University

Industry Designations

  • Chartered Financial Analyst (CFA)
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