Adam Burleson
About Adam Burleson
Adam Burleson serves as the Regional Director at Russell Investments, where he oversees the service and growth of the retail investment market in Oregon and Idaho. He has a background in financial advising and business development, with previous roles at Edward Jones and Wells Fargo Advisors.
Current Role as Regional Director
Adam Burleson serves as the Regional Director at Russell Investments, a position he has held since 2018. In this role, he is responsible for the service, growth, and expansion of the retail investment market specifically in Oregon and Idaho. His focus includes consulting with advisors on various aspects of business development, practice management, and marketing strategies. Burleson emphasizes optimizing advisors' businesses through digital marketing, client acquisition, and effective time management.
Previous Experience at Russell Investments
Prior to his current role, Adam Burleson worked at Russell Investments in two capacities. He served as an Associate Regional Director from 2017 to 2018, where he contributed to regional growth initiatives. Before that, he was a Sales Associate from 2015 to 2017, based in Seattle, Washington. His experiences at Russell Investments have equipped him with a comprehensive understanding of the investment landscape and client engagement strategies.
Financial Advisory Background
Adam Burleson has a solid foundation in financial advisory, having worked as a Financial Advisor at Edward Jones from 2009 to 2013 in Bremerton, Washington. He then transitioned to Wells Fargo Advisors, where he continued his role as a Financial Advisor from 2013 to 2015 in Tacoma, Washington. These positions allowed him to develop skills in client relationship management and investment strategies.
Educational Background
Adam Burleson studied at Northwest University, where he earned a Bachelor's Degree in Business Administration and Management from 2005 to 2009. His education provided him with essential knowledge and skills applicable to his career in finance and investment management. Additionally, he attended Kings West, further supporting his foundational education.