The Pierson Russi Group

The Pierson Russi Group was created in 2007 after the founding members, Carl Pierson and Chris Russi, realized the strength in numbers would allow each team member the time necessary work in their preferred field of the financial services industry.

In addition, the team adhered to a "goal-oriented" approach to helping our clients manage their wealth. This approach is designed to encourage our clients to discuss their financial objectives with our Team first, which then allowed us to develop strategies and solutions second.
Whatever your financial goal—whether to grow your wealth, preserve it or pass it on to others, you can count on us to help you with a strategy that is:

Personal: Highly individualized and committed to helping you achieve financial success
Flexible: Responsive to changes in your life and in your priorities over time
Comprehensive: Covering a broad array of investment products and services, with preferred benefits tied to your valued status with us
Services Include
  • Alternative Investments1
  • Asset Management2
  • Cash Management3
  • Estate Planning Strategies4
  • Financial Planning5
  • Lending Products
  • Life Insurance6
  • Long Term Care Insurance7
  • Professional Portfolio Management8
  • Retirement Planning9
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

Working With You

We believe success in achieving important financial goals starts with a comprehensive wealth strategy. We will help you define what is most important to you and then formulate the strategies that are suited for your needs, whether you are accumulating wealth or investing for income, solidifying your retirement plan or devising a distribution approach that meets your lifestyle and legacy goals.

We believe that identifying financial solutions begins with a solid understanding of each client’s situation, goals, objectives and risk tolerance. We follow a disciplined process that enables us to work with you to craft a solution that helps to meet your individual financial needs:

*Develop a thorough understanding of your financial goals and objectives
*Review and analyze your current financial situation
*Identify and tailor solutions that can help you meet your individual needs
*Implement your customized strategy, including personalized services and benefits
*Review your strategy, meeting periodically to discuss your goals and needs

    SRI/ESG with The Pierson Russi Group

    Working with our diverse clients and helping manage their financial goals in a complex and changing market increasingly depends on a deeper relationship that extends beyond market fluctuations. Our client-centered approach helps the families, individuals and organizations we serve to invest in a way that aligns their personal or organizational values with their investments.
    • Transforming Passion into Action
      Do you have a passion that you'd like to transform into an actionable plan that benefits others?

      Define your charitable interests and identify nonprofits that work in those areas
      Select charitable vehicles that may address your needs
      Implement plans to help ensure that your charitable dollars are well spent
      Seek nonprofit board placements that complement your passion
      Conduct research on specific charities and areas of charitable interest
      Introduce you to like-minded philanthropists
      Find ways to involve children and other family members in your giving
      Offer Foundation Management Services, a sophisticated, turn-key, back-office solution for family and corporate foundations

      Please contact us if you have any questions or would like to discuss ways of incorporating charitable giving into your overall wealth strategy and intergenerational planning.

    Clients

    Our approach to wealth planning focuses on what is most meaningful to you. Whether meeting with you for the first time or reviewing your progress and life goals, this is our priority.
    Leveraging our vast resources—including intellectual capital, experience and dedicated personal service—we can work with you to create a personalized wealth strategy. Our approach to Wealth Management is formal yet flexible.  Over time, we can adapt it to changing circumstances, helping you to achieve—and to protect—your goals.




     We start with finding out your needs and goals and then we assess your existing portfolio to see how your goals and investments line up. After we define a strategy combining your both your financial and impact goals. Once agreed on we implement the strategy and will monitor the impact and results. We check back in with you periodically and will revise our strategy if necessary.

      Experience

      • Investing with Impact
        Working with our diverse clients and helping manage their financial goals in a complex and changing market increasingly depends on a deeper relationship that extends beyond market fluctuations. This is why Morgan Stanley launched an approach to investing in 2012 that we call Investing with Impact. Investing with Impact aims to generate market-rate financial returns while demonstrating positive environmental and/or social impact.
      • Every dollar you send into the world makes and impact.
        We've established the Morgan Stanley Institute for Sustainable Investing to lead work across our firm, with our clients, and with academic institutions to help mobilize capital to sustainable enterprises, via global markets and the investors who drive them.

        Our client-centered approach helps the families, individuals and organizations we serve to invest in a way that aligns their values with their investments.

        We start with finding out your needs and goals and then we assess your existing portfolio to see how your goals and investments line up. After we define a strategy combining your both your financial and impact goals. Once agreed on we implement the strategy and will monitor the impact and results.
      • Every dollar you send into the world makes and impact...What do you want your impact to be?
      • The returns on a portfolio consisting primarily of Environmental, Social and Governance (“ESG”) aware investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because ESG criteria exclude some investments, investors may not be able to take advantage of the same opportunities or market trends as investors that do not use such criteria.

      Location

      222 Central Park Ave Twn Ctr 18fl
      Virginia Beach, VA 23462
      US
      Direct:
      (757) 493-2100(757) 493-2100
      Toll-Free:
      (800) 622-3430(800) 622-3430

      Meet The Pierson Russi Group

      About Me

      Carl has been employed in the securities industry since 1997. Prior to 1997, Carl earned a Bachelor's Degree with concentrations in Marketing and Finance from Old Dominion University. He started with Prudential Securities upon earning his degree and moved to Smith Barney, now Morgan Stanley, in 2004. Carl has earned a designation as a CERTIFIED FINANCIAL PLANNER and focuses on providing financial planning and portfolio management servcies for The Pierson Russi Group at Morgan Stanley.

      Carl lives with his wife Cheryl, and their three children, Lauren, Lindsay, and Nicholas, near Sandbridge in Virginia Beach.
      Securities Agent: VA, WV, WA, VI, UT, TX, TN, SD, SC, PA, OH, NY, NM, NJ, NC, MI, MD, MA, LA, KS, IL, HI, GA, FL, DE, DC, CT, CO, CA, AZ, AR, AL; Managed Futures; General Securities Representative; Investment Advisor Representative
      NMLS#: 1282441

      About Me

      Chris graduated from Ohio University in 1995 with a Bachelor's Degree in Business Administration and a concentration in both Finance and International Business. Chris has been with Morgan Stanley and it's predecessors since the beginning of his career, over 18 years ago. He maintains both a Financial Planning Specialist title from Morgan Stanley and a Chartered Retirement Plans Specialist designation from the College for Financial Planning. Chris focuses on non-core investments, coporate retirement plans, and client communication for The Pierson Russi Group at Morgan Stanley.

      Chris lives in Chesapeake with his wife Kimberlee and their two children, Erin and Aiden.
      Securities Agent: VA, NC, WV, WA, VI, UT, TX, TN, SD, SC, PA, OH, NY, NJ, MI, MD, MA, LA, KS, IL, GA, FL, DE, DC, CT, CO, CA, AZ, AR, AL; Managed Futures; General Securities Representative; Investment Advisor Representative
      NMLS#: 1275603

      About Me

      Kristine is an alumnus of Old Dominion University and
      graduated with a Bachelor’s degree in Finance and Management.
      Upon graduation, Kristine started with Morgan Stanley and has since become a Senior Registered Associate while maintaining a Certified Financial Planner designation. Kristine is an active member of her church and enjoys all outdoor activities
      including hiking, canoeing, and rock climbing. She has volunteered her time at the Foodbank, Relay for Life, and Our Lady of Perpetual Help. She currently resides in Virginia Beach with her husband, Dave.
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      • IRA Plans
      • Retirement Income Strategies
      • Retirement Plan Participants
      • Annuities
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      Ready to start a conversation? Contact The Pierson Russi Group today.
      Market Information Delayed 20 Minutes
      1Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are suitable only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.

      2Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

      3Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.

      Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY

      4Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.

      5Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences.

      6Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

      7Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

      8Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be suitable for you. Please see the Morgan Stanley Smith Barney LLC program disclosure brochure (the “Morgan Stanley ADV”) for more information in the investment advisory programs available. The Morgan Stanley ADV is available at www.morganstanley.com/ADV.

      9Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

      The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.

      Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link: https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.

      The securities/instruments, services, investments and investment strategies discussed in this material may not be suitable for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.

      Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.

      The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.

      *References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.


      CRC 2019752 10/2018