Canopy 360
Wealth Management

Russell is a partner at Canopy 360 Wealth which assists high net worth families and small business owners with wealth planning through investment management, financial planning services and life, disability, long-term care insurance and annuities. By joining the resources and efforts of Canopy 360 Wealth and Canopy 360 CPA's, client’s financial goals are comprehensively analyzed to ensure a well thought out plan is produced for each client.

Russell Lindsay has always had a passion in his heart to help people understand how to use their wealth to their advantage. At an early age, he was taught how to view money as a tool to build on. Like his grandfather before him, Russell became a CPA. During his first few years in the working world, he quickly saw how much the right – or wrong – financial advisor could impact the overall wealth and tax liability of the clients he worked with. A few short years later, Lindsay Financial Services was born.

Russell is a native Floridian and grew up in Central Florida. He attended the University of Florida where he received his Bachelor of Science in Accounting and his Master of Accounting with a specialization in Tax. As an active participant in several community service based organizations, Russell has had the opportunity to meet many members of our community. When he is not in the office, Russell may be found on the golf course. However, he spends a majority of time away from the office with his family, which is the accomplishment he takes the most pride in. He and his wife Erin have two children.

Check the background of this investment professional on FINRA's BrokerCheck.

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                              Friday | 8:00 am – 12:00 pm