Founder & Chief Executive Officer
Robert Russo is the founder of Independent Advisor Alliance. As Chief Executive Officer, he creates and leads the execution of the firm’s long-term business strategy, identifies new opportunities for impact, advisor recruitment, firm growth, and operations.
Prior to founding IAA, Robert was a financial advisor, first with AG Edwards, then with LPL. His entrepreneurial spirit, combined with his experience as a financial advisor, drives his knowledge and passion for empowering and supporting independent advisors to grow and succeed.
Robert holds a Bachelor of Science degree in Sports Management from the University of Tennessee and his Series 7, Series 24, and Series 63 licenses through LPL Financial, .
Raised outside of Philadelphia, PA, Robert has lived in Charlotte since 2006, where he currently resides with his wife, their two sons, and their Golden Retriever, Reese. An avid sports fan, you’ll find him cheering on his favorite team or coaching his sons’ teams when he’s not in the office.